Unclaimed Profile

John Alan Welch

93 FINANCIAL GROUP, LLC·WOBURN, Massachusetts

Clean record93 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

John Alan Welch is a registered financial advisor based in WOBURN, Massachusetts, affiliated with 93 FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

93 FINANCIAL GROUP, LLC

AUM

$639M

Regulatory assets under management

Employees

Total firm employees

View all advisors at 93 FINANCIAL GROUP, LLC →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4142068

Firm CRD# 144235

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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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