Evan Peter Welch
AIF®, CFP®, CPWA®Professional Summary
Evan Peter Welch, AIF®, CFP®, CPWA®, who also goes by Evan Welch, is a registered financial advisor currently at BRIDGEPORT FINANCIAL SOLUTIONS located in Boxborough, Massachusetts. Evan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Evan has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Evan Welch
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Credentials
Years of Experience
29 years in the financial services industry
Current & Past Employments
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Current Firm
BRIDGEPORT | BRIDGEPORT FINANCIAL SOLUTIONS LLC | BRIDGEPORT FINANCIAL SOLUTIONS
Contact Information
Main Address
2700 N Central Ave Suite 1200, Phoenix, AZ 85004Phone Number
(877) 411-2737# of Employees
9SEC notice filing (44 States and Territories)
Registered to provide investment advisory services in 44 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
2,755AUM (Assets Under Management)
$1,046,399,893Similar Advisors
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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.
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Primary Firm SEC Registration
BRIDGEPORT | BRIDGEPORT FINANCIAL SOLUTIONS LLC | BRIDGEPORT FINANCIAL SOLUTIONS
State Registrations and Notice Filings
(7/3/2024)
(7/18/2024)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Nov 1997About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Evan Peter Welch's CRS (Customer Relationship Summary).
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