William Welch has been an investment adviser representative at Southland Equity Partners since March 2026, and is not listed among the firm’s executive officers or direct owners.
Southland Equity Partners, LLC. is a firm with $891M under management, 1,766 clients and 21 advisers across 18 offices, as of its July 2026 filing.
William Welch’s longest registration was 16 years at Cravens & Company Wealth Management (2009–2026). Before joining Southland Equity Partners in 2026, William Welch was registered through Osaic Wealth, Inc. and FSC Securities Corporation.
- – present · under a yearCookeville, TN · Adviser representative · Firm CRD 154481
- Osaic Wealth, Inc.– · 1 yearCookeville, TN · Adviser representative · Firm CRD 23131
- FSC Securities Corporation– · 14 yearsCookeville, TN · Adviser representative · Firm CRD 7461
- Cravens & Company Wealth Management– · 16 yearsCookeville, TN · Adviser representative · Firm CRD 130071
- UBS Financial Services Inc.– · 5 yearsCookeville, TN · Adviser representative · Firm CRD 8174
Investment adviser representative registrations
William Welch is registered as an investment adviser representative in Tennessee, since March 2026.
- TennesseeSince 17 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 7 June 2007 |
| Series 65 | Uniform Investment Adviser Law Examination | 8 November 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 10 May 1996 |
| Series 7 | General Securities Representative Examination | 14 March 1996 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- William Woodrow Welch
- CRD
- 2704857
- Firm
- Southland Equity Partners · CRD 154481
- Office
- 1283 South Walnut Ave, Cookeville, TN 38501
- Registration
- Investment adviser registration
- In the industry since
- March 1996
- Disciplinary history
- Not yet shown here · SEC record
Where does William Welch work?
William Welch is an investment adviser representative registered through Southland Equity Partners, LLC. since March 2026, and is not listed among the firm’s executive officers or direct owners.
Is William Welch a financial advisor?
Yes. William Welch has a current investment-adviser registration in Tennessee, through Southland Equity Partners since March 2026.
How many years of experience does William Welch have?
William Welch has 30 years in the financial industry, since March 1996, across 5 adviser firms.
What exams has William Welch passed?
William Welch has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 31. The earliest, the Series 7, was passed in March 1996. FINRA credited William Welch with the SIE, which began in October 2018.
Where did William Welch work before Southland Equity Partners?
Before Southland Equity Partners, William Welch was registered through Osaic Wealth, Inc., November 2023 to November 2024; FSC Securities Corporation, April 2009 to November 2023; UBS Financial Services Inc., January 2004 to April 2009.
Where is William Welch based?
William Welch’s registered office is in Cookeville, TN.
Is William Welch registered with FINRA?
No. William Welch has no current broker registration.
How can I verify William Welch’s record?
Search CRD 2704857 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Welch’s full registration record.