Gregory J. Welborn
FIRST FINANCIAL CONSULTING
Pasadena, CA 91101
Some features on this profile are disabled
CRD#: 2297732
Professional summary
Gregory Jay Welborn, who also goes by Gregory J Welborn, is a registered financial advisor currently at FIRST FINANCIAL CONSULTING located in Pasadena, California.
Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Gregory has worked at 3 firms and has passed the Series 63, Series 2 and Series 6 exams.
Biography
Greg Welborn is a Principal at First Financial Consulting. He works with individuals and privately-owned businesses on financial planning issues including investment, retirement, and tax planning, among others. With more than 35 years’ experience, he has developed a strong track record of providing 100% objective advice, always focusing on the client’s best interests.
A pioneer in the development of investment consulting services for individual investors, Greg is a respected authority on personal financial issues; he has lectured extensively, written for the Wall Street Journal, Orange County Register & The Los Angeles Daily News, and has assisted NBC’s Today Show in their weeklong series, “Money for Women.” Greg is also a member of the Forbes Business Council.
Question & Answer
What are your service offerings?
Retirement Planning,
Asset and Investment Managemen...
Estate Planning,
Taxation and Cashflow Manageme...
Marriage and Divorce Planning,
Charitable Planning,
Small Business Planning
Do you have an area of expertise or specialization?
Women
How do you get paid?
Fee-only
Are you a "fiduciary"?
Yes
Aliases
Gregory J Welborn
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Jay Welborn'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®
NoneExperience
Current
May 24, 1996 - Present
FIRST FINANCIAL CONSULTING
Office #1: 517 South Lake Avenue, Pasadena, CA 91101RIA
CRD#: 107456
Pasadena, CA
Past
January 1, 1995 - November 18, 1997
FSC SECURITIES CORPORATION
BD
CRD#: 7461
ATLANTA, GA
Past
March 9, 1993 - September 6, 1994
LINCOLN FINANCIAL DISTRIBUTORS, INC.
BD
CRD#: 145
RADNOR, PA
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.Highlighted states indicate IAR registrations
IAR
California(5/24/1996)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 2
Date: 2/7/1996
Non-Member General Securities ExaminationGeneral Industry/Product Exam
Current Firm
FIRST FINANCIAL CONSULTING
FINANCIAL RESOURCES CONSULTING GROUP | FIRST FINANCIAL CONSULTING
CRD#: 107456 / SEC#: 801-51848
RIA
Registered Investment Advisory firm - (8/20/2003 Terminated)California
Registered Investment Advisory firm - (7/2/2003 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
517 South Lake Avenue, Pasadena, CA 91101
Mailing Address
Phone number
(626) 844-4630
Established
Firm type
Fiscal year end
# of Employees
12
Regulatory assets under management
| Total Number of Accounts | 1,918 |
| AUM (Assets Under Management) | $ 636,702,974 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
FIRST FINANCIAL CONSULTING
CRD#: 107456Pasadena, CA 91101TRUST BUT VERIFY
Monitor Gregory Welborn
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
