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Timothy S
Series 65
North Chesterfield, VA
Welcome Home Wealth Advisors LLC
Timothy Short is a Series 65-licensed financial advisor with five years of industry experience. He is currently with Welcome Home Wealth Advisors LLC and has prior experience with Foundations Investment Advisors LLC and Wealth Preservers, Inc. He is also active as an insurance agent, involved in the sale of various insurance products. Welcome Home Wealth Advisors LLC provides discretionary asset management and financial advisory services to individuals, business entities, and qualified retirement plans, often acting as a limited-scope ERISA 3(21) fiduciary. The firm employs a range of investment methods including fundamental and technical analysis and Modern Portfolio Theory, and integrates licensed insurance activities alongside investment advisory services.
Ralph S
Series 63, Series 65
North Chesterfield, VA
Welcome Home Wealth Advisors LLC
Ralph Short Jr. is a financial advisor with Welcome Home Wealth Advisors LLC, holding Series 63 and Series 65 designations and over 34 years of industry experience. His career includes roles at Foundations Investment Advisors, LLC, and long-term ownership of Wealth Preservers, Inc. He also operates an insurance agency under the name Welcome Home Financial Partners, focusing on life, health, and employee benefits. Welcome Home Wealth Advisors LLC provides discretionary asset management and financial advisory services to individuals, business entities, and qualified retirement plans, utilizing methods such as fundamental and technical analysis and Modern Portfolio Theory. The firm integrates insurance activities with its advisory services and manages approximately $50.7 million for around 259 clients.
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