Welcome Life Securities, LLC

Broker-DealerFINRA Member
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 identified in public records as having both a domestic-entity and individual ownership structure. The firm’s public profile provides minimal detail about its advisory or business activities; its classification is recorded as unclassified and it does not indicate a role as a capital allocator. It is not identified as an active ESG investor, and it does not report multi-state advisory activity, pension consulting, or related-adviser status.

Assets & Accounts

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

FINTRX

Contacts

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth