Margaret Anne elder Sandy
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, LLCJan 2022 to now
- Warren Averett Asset ManagementMay 2021 to Sep 2021
- The University of AlabamaJan 2020 to Dec 2021
- Monkees of Mountain BrookJan 2019 to Aug 2021
- RealtysouthOct 2018 to Sep 2019
- Shipt, LLCAug 2015 to Jul 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
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
- 7498970
- Firm CRD
- 111273