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 appears in FINTRX as an SEC-registered entity since 2007. The firm is listed under an "Unclassified" category and is owned by a combination of a domestic entity and an individual. FINTRX characterizes the firm neither as a capital allocator nor as a related adviser. The record indicates several regulatory and service attributes: the firm is not identified as an active ESG investor, is not a multistate adviser, is not newly formed, and does not act as a pension consultant. FINTRX does not supply details on the firm's business activities, advisory services, client segments, or fee arrangements.

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

2 of 2
  • DANIEL OHMAN

    Vice President, Chief Operating OfficerCRD 2639044

  • JARED SMITH

    Chief Finance OfficerCRD 5263162

Contacts

2 of 2
  • Thomas Bullett

    Director of Financial AnalyticsCRD 6935183

  • 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