Cason Wayne Westmoreland
Investment adviser representative at The Welch Group, LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$3.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- The Welch Group, LLCSep 2025 to now
- Twickenham AdvisorsJun 2022 to Sep 2025
- UBS FinancialMar 2022 to Jun 2022
- Ameriprise FinancialMay 2020 to Feb 2022
- University of AlabamaAug 2017 to May 2021
- Heritage AcademyAug 2015 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 2 states (AL, TX).
The Welch Group, LLC
$3.7BAssets managed
1,450Clients
28Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7252630
- Firm CRD
- 111273