Unclaimed Profile

John Alan Welch

93 FINANCIAL GROUP, LLC·WOBURN, Massachusetts

Series 7, Series 63, Series 65Clean record23 years registered93 FINANCIAL GROUP, LLC

600 UNICORN PARK DRIVE, WOBURN, MA 01801CRD# 4142068Firm CRD# 144235

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Alan Welch · WOBURN, MA

Registration

CRD #4142068 · 93 FINANCIAL GROUP, LLC · 23 years registered

Brand Profile

Not yet started

Career History

93 FINANCIAL GROUP, LLC

Feb 2008 – present

RBC DAIN RAUSCHER INC.

Sep 2002 – Mar 2007

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · September 6, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

93 FINANCIAL GROUP, LLC

CRD 144235 · SEC 801-78076

AUM

$639M

Regulatory assets under management

Employees

2,397 client accounts

Services offered by 93 FINANCIAL GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at 93 FINANCIAL GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does John Alan Welch offer?

John Alan Welch specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in WOBURN, Massachusetts for a consultation.

What are John Alan Welch's credentials?

John Alan Welch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Alan Welch located?

John Alan Welch is based in WOBURN, Massachusetts, working with 93 FINANCIAL GROUP, LLC. Their office serves clients in the WOBURN metropolitan area and surrounding communities.

How does John Alan Welch charge for services?

John Alan Welch's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is 93 FINANCIAL GROUP, LLC?

93 FINANCIAL GROUP, LLC has approximately 8 employees and manages $639M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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