Unclaimed Profile

Sean C. Ealy

WELCH INVESTMENT GROUP, LLC·GRANTS PASS, Oregon

Clean recordWELCH INVESTMENT GROUP, LLC

313 NW "A" STREET, GRANTS PASS, OR 97526CRD# 5643650Firm CRD# 131006

Profile Verification

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

Identity

Sean C. Ealy · GRANTS PASS, OR

Registration

CRD #5643650 · WELCH INVESTMENT GROUP, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Sean C. Ealy is a registered financial advisor based in GRANTS PASS, Oregon, affiliated with WELCH INVESTMENT 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

WELCH INVESTMENT GROUP, LLC

AUM

$213M

Regulatory assets under management

Employees

Total firm employees

View all advisors at WELCH INVESTMENT GROUP, LLC →

Services

Financial planning

Portfolio management (individuals)

Market timing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 5643650

Firm CRD# 131006

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Frequently Asked Questions

What services does Sean C. Ealy offer?

Sean C. Ealy specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in GRANTS PASS, Oregon for a consultation.

What are Sean C. Ealy's credentials?

Sean C. Ealy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sean C. Ealy located?

Sean C. Ealy is based in GRANTS PASS, Oregon, working with WELCH INVESTMENT GROUP, LLC. Their office serves clients in the GRANTS PASS metropolitan area and surrounding communities.

How does Sean C. Ealy charge for services?

Sean C. Ealy'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 WELCH INVESTMENT GROUP, LLC?

WELCH INVESTMENT GROUP, LLC has approximately 3 employees and manages $213M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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