Ronald
Welch

Planmember Securities Corporation

CRD#462767
Investment Advisor
in Seattle, WA

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About this Advisor

Ronald Welch is an advisor based in Seattle, Washington. Currently a registered financial advisor with Planmember Securities Corporation, Welch has an impressive 48 years of work experience. Welch maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Welch is able to operate in California. Over the course of their career, they have held roles at Planmember Securities Corporation, Ronald R. Welch (Self Employed), Ronald R. Welch Ea and Interpacific Investors Services, Inc. Planmember Securities Corporation is headquartered in Seattle, Washington, and has 307 additional locations in the country. Overall, Planmember Securities Corporation oversees $5 billion in assets covering 76,392 accounts and employs more than 263 people. The level of assets currently under the firm's management places it among the biggest investment advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. None of the advisory firm's 76,392 clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in investable assets. Planmember Securities Corporation offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

48 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

3400 Harbor Ave Sw, #319
Seattle, WA 98126

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Planmember Securities Corporation Brokerage Details

Total Assets Under Management

$5,268,387,403

WA Average: $7,578,581,321
Total Number of Employees

263

WA Average: 43
Total Number of Accounts

76,392

WA Average: 3,727
Average Account Size

$68,965

WA Average: $2,033,427

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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
  • Other

Ronald Welch Work History

Ronald has 48 years of experience.

2015 - Present (6 years)

Planmember Securities Corporation

1972 - Present (49 years)

Ronald R. Welch (Self Employed)

1972 - Present (49 years)

Ronald R. Welch Ea

1972 - 2015 (43 years)

Interpacific Investors Services, Inc

Disclosures

Ronald Welch has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Planmember Securities Corporation

James Patton
Oviedo, FL
Salleh Beitollahi
Calabasas, CA
Felix Ruiz
Carpinteria, CA
John Akacki
Mcdonough, GA
Jose Garcia
Laguna Niguel, CA
Randall Patrick
Ventura, CA
Gavin Jensen
Chandler, AZ
Dena Mcsherry
Redlands, CA

This content was compiled from the SEC and FINRA.

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