Andrew David Myers
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
10 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- The Welch Group, LLCJan 2026 to now
- CloudstationOct 2025 to Dec 2025
- Valoren Smarte InvestmentsMay 2025 to Aug 2025
- PublixMay 2023 to Jul 2023
- Samford UniversityApr 2023 to Dec 2025
- Tom BeckbeAug 2022 to Oct 2023
- Harding Plant NurseryMay 2022 to Aug 2022
- Dirty Buffalo GradingMay 2021 to Aug 2022
- Buffalo Jackson Trading CoMay 2020 to Jul 2024
- Chick-fil-AMar 2020 to Dec 2020
- Metrolina Christian AcademyJan 2016 to Mar 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (AL, TX).
The Welch Group, LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 8229706
- 111273