Robert Preston Welsh
Professional Summary
Robert Preston Welsh, who also goes by Bob Welsh, was a registered financial advisor. Robert was a previously registered financial professional and started their career in finance 1981 - 2019. Robert had worked at 11 firms and has passed the Series 66, Series 65, Series 63, 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
Bob Welsh
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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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.
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Years of Experience
45 years in the financial services industry
Current & Past Employments
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Current Firm
IMS WEALTH MANAGEMENT | INTERFUND MANAGEMENT SERVICES, INC.
Contact Information
Main Address
Spokane Valley, WAMailing Address
Po Box 930, Spokane Valley, WA 99016Phone Number
(206) 390-0067# of Employees
3Documents
Regulatory Assets Under Management
Total Number of Accounts
37AUM (Assets Under Management)
$12,186,009Similar 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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
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 Jan 1981About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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