Lavon H. Welch
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
COVINGTON, LA 70433
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CRD#: 1223552
Professional summary
Lavon Huey Welch, CFP® is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Covington, Louisiana and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Shreveport, Louisiana.
Lavon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1984. Lavon has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.LAVON H. WELCH INSURANCE SERVICES, 1978 NORTH HIGHWAY 190, STE A, COVINGTON, LA, 03/01/1983 AS AGENT - OWNER. INDEPENDENT INSURANCE AGENT THAT SELLS AND SERVICES LIFE AND HEALTH INSURANCE , FIXED ANNUITIES, DISABILITY INSURANCE, AND LONG TERM CARE INSURANCE. INVESTMENT RELATED. DEVOTES 15 HRS/WKLY. 10 HRS DURING TRADING. 2.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 9/2011 AS ADVISORY REP OF A RIA. INV REL - 30 HR/WK - 20/TRADING. 09/30/11 3.WEALTHCARE SERVICES LLC, 1978 A NORTH HWY 190, COVINGTON, LA, 1/01/2016 AS EXECUTIVE MANAGER. INV REL - 5/WK - 2/TRADING. 4. LHW CONSULTING, LLC, 1978 A NORTH HWY 190, COVINGTON, LA, BUSINESS CONSULTING EXECUTIVE MANAGER-MEMBER- 02/19/21, INV REL, 15 HR/WK- 0/TRADING HR. 5.WEALTHCARE SERVICES, 1978 N. Hwy 190, Suite A, Covington LA 70433, United States, 10/08/2025, President, DBA Name, NIR, 140 HR/MO - 100 HR/MO TRADING
CRS (Client Relationship Summary) - RIA
Click below to view Lavon Huey Welch's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1994
Experience
Current
September 30, 2011 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 1978 N Hwy 190 Ste A, Covington, LA 70433Office #2: 1945 East 70th Suite D, Shreveport, LA 71105RIA
CRD#: 134139
COVINGTON, LA
Current
September 30, 2011 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 1945 East 70th Suite D, Shreveport, LA 71105Office #2: 1978 N Hwy 190 Ste A, Covington, LA 70433BD
CRD#: 39543
Shreveport, LA
Past
December 14, 2009 - October 7, 2011
WALNUT STREET SECURITIES, INC.
RIA
CRD#: 15840
COVINGTON, LA
Past
October 13, 2009 - December 4, 2009
LIVE OAK ADVISORY GROUP, LLC
RIA
CRD#: 118355
MANDEVILLE, LA
Past
June 11, 1987 - October 7, 2011
WALNUT STREET SECURITIES, INC.
BD
CRD#: 15840
COVINGTON, LA
Past
April 2, 1984 - May 7, 1987
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
Registered Investment Advisory firm - (2/3/2005 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arkansas(9/30/2011)
RR
Colorado(3/16/2017)
RR
Florida(9/30/2011)
RR
Georgia(6/30/2014)
RR
Louisiana(9/30/2011)
IAR
Louisiana(9/30/2011)
RR
Mississippi(9/30/2011)
RR
North Carolina(5/29/2015)
RR
Ohio(2/24/2017)
RR
Tennessee(1/8/2021)
RR
Texas(9/30/2011)
IAR
Texas(2/24/2012)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
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Contact information
Main Address
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757
Mailing Address
Phone number
(641) 472-5100
Established
Firm type
Fiscal year end
# of Employees
3,361
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 438,414 |
| AUM (Assets Under Management) | $ 102,413,096,032 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/09/2024 | ||
| 04/29/2024 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
