Sean
Tweedy
The Welch Group, LLC
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About this Advisor
Sean Tweedy is a financial advisor working out of Birmingham, Alabama who has 2 years of relevant experience. Tweedy is currently employed by The Welch Group, LLC. Tweedy has gained experience at Amazon, University Of Southern Mississippi, Door Dash, Randy Price Clothing Company, Elevation Station, Simpson Sod Company, Northlake Christian School, Valic Financial Advisors, Inc, The Welch Group, LLC and Nevada Bob'S Golf Shop. Tweedy maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in Alabama and Texas. The Welch Group, LLC is a financial advisory firm headquartered in Birmingham, AL. It controls $3 billion in total assets between its 3,519 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 17 charitable organizations. Of its 3,519 customer accounts, 43% belong to high-net-worth investors who have at least $1 million in investable assets. The Welch Group, LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Financial advisory fees typically depend on which services the firm provides the client. Fees charged by The Welch Group, LLC most likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Welch Group, LLC Brokerage Details
$2,522,233,225
25
3,519
$716,747
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Sean Tweedy Work History
Sean has been registered as a financial advisor for 2 years.*
The Welch Group, LLC
Valic Financial Advisors, Inc
Amazon
Door Dash
Randy Price Clothing Company
Randy Price Clothing Company
Elevation Station
University Of Southern Mississippi
Simpson Sod Company
Simpson Sod Company
Nevada Bob'S Golf Shop
Northlake Christian School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Sean Tweedy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Welch Group, LLC
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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