William Walsh, financial advisor Atlanta GA
90 score

William Walsh

CRD 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 4 years of experience in the finance industry.

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Company Name Location Dates Years
Valic Financial Advisors, Inc. Atlanta, GA May 2012 - Current 4
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
Contact Info for William T. Walsh
Phone Number: 866-544-4968
Firm Website: http://www.valic.com
Registered State(s):
  • GA
  • NC
  • SC
By the Numbers
  • Total Assets Under Management
    22,665
    MILLIONS
  • Total Number of Accounts
    866,312
    ACCOUNTS
  • Average Account Value
    $26,163
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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