Amy
Welborn
Fsc Securities Corporation
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About this Advisor
Amy Welborn is a certified financial planner based out of Raleigh, North Carolina with 3 years of relevant experience. Welborn currently works for Fsc Securities Corporation. Over the course of their career, they have held roles at Steward Wealth Strategies, Meredith College, Alumnae Hall, Aeropostale, Calvary Baptist Day School and Fsc Securites Corp. Welborn holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in North Carolina. Fsc Securities Corporation is a registered investment company that has its headquarters in Atlanta, GA. It has offices in 334 locations and a total of 2,174 financial advisors. It handles $12 billion in total assets across its 52,792 customer accounts, making it one of the largest firms in the country by assets under management. The firm advises 94 charities and foundations. Of its 52,792 accounts, just 14% are held by high-net-worth individuals who have greater than $1 million in assets. The firm provides a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial advisory services vary depending on which services the firm provides the client. Fees charged by Fsc Securities Corporation likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fsc Securities Corporation Brokerage Details
$11,745,651,239
2,174
52,792
$222,489
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Amy Welborn Work History
Amy has been registered as a financial advisor for 3 years.*
Fsc Securites Corp
Steward Wealth Strategies
Meredith College
Alumnae Hall
Aeropostale
Calvary Baptist Day 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 Amy Welborn 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 Fsc Securities Corporation
Thousand Oaks, CA
Atlanta, GA
Atlanta, GA
Milwaukee, WI
Traverse City, MI
Pittsford, NY
Bloomfield Hills, MI
Langhorne, PA
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
