IAN RODGER WELHAM is an investment adviser representative (IAR) with state registration records since 2009, appearing at 5 firms. Currently registered with COPPELL ADVISORY SOLUTIONS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| COPPELL ADVISORY SOLUTIONS LLC | 2023-09-06 | present | Yes |
| VERTIS WEALTH, LLC | 2022-07-27 | 2022-11-11 | — |
| CITY CENTER ADVISORS, LLC | 2019-02-21 | 2022-07-08 | — |
| BROOKSTONE CAPITAL MANAGEMENT LLC | 2014-07-24 | 2018-10-11 | — |
| SAGE FINANCIAL PARTNERS | 2009-11-24 | 2014-09-04 | — |