William WalshCRD Number: 6050917
Current Firm: Valic Financial Advisors, Inc.
William Walsh (CRD# 6050917) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Atlanta, GA and has over 5 years of experience in the finance industry.
Terra Firma Financial LLC
Meridian Investment Partners
Rollins Financial Inc.
|Valic Financial Advisors, Inc.||Atlanta, GA||May 2012 - Current||5|
|Sky Zone Atlanta||Suwanee, GA||Jan 2012 - Nov 2012||< 1|
|Georgia Gwinnett College||Lawrenceville, GA||Aug 2007 - Dec 2011||4|
|Taco Mac||Suwanee, GA||Aug 2009 - May 2011||1|
|Big Canoe Restaurants||Big Canoe, GA||May 2010 - Aug 2010||< 1|
|Big Canoe Restaurants||Big Canoe, GA||May 2009 - Aug 2009||< 1|
|Hibbett Sports||Lawrenceville, GA||May 2007 - Apr 2009||1|
|Collins Hill High School||Suwanee, GA||Aug 2003 - May 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2012|
Total Assets Under Management22,665MILLIONS
Total Number of Accounts866,312ACCOUNTS
Average Account Value$26,163
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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