Rebecca Rose Faulkner
Investment adviser representative at The Welch Group, LLC
10 yearsExperience
3 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
10 years in the industry.
- The Welch Group, LLCMay 2022 to now
- The Welch Group, LLCJan 2022 to Apr 2022
- T.D. AmeritradeMay 2020 to Sep 2020
- University of AlabamaAug 2018 to May 2022
- Steel City PopsJan 2017 to Oct 2017
- Liberty Christian SchoolFeb 2016 to May 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 3 states (AL, KY, 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
- 7256732
- Firm CRD
- 111273