Welcome Life Securities, LLC

Broker-DealerFINRA MemberEst. 2007
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Boca Raton, Florida
CRD number
142281
Registered since
August 21, 2007

Firm profile

FINTRX

Overview

Welcome Life Securities, LLC is organized as a limited liability company and has been SEC-registered since 2007. FINTRX records classify the firm as unclassified and list the owner type as a mix of a domestic entity and an individual. The firm has provided very limited public detail about its business lines, client types, advisory services or fee arrangements. FINTRX flags indicate Welcome Life Securities is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not described as a pension consultant or related adviser. Those attributes, combined with the lack of disclosed advisory activity, suggest minimal public-facing wealth management operations or that the firm has chosen not to report its operating details to the data provider.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Daniel Ohman

    Daniel Ohman

    Vice President, Chief Operating OfficerCRD 2639044

  • Jared Smith

    Jared Smith

    Chief Finance OfficerCRD 5263162

Contacts

2 of 2
  • Thomas Bullett

    Thomas Bullett

    Director of Financial AnalyticsCRD 6935183

  • John Welcom

    John Welcom

    Founder & PresidentCRD 5245725

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Boca Raton, FL

Palm Beach

Location

Boca Raton, FL

Headquartered in Boca Raton, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Palm Beach
Address
4755 Technology Way
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth