Nathan Walsh, financial advisor Burlingame CA
93 score

Nathan Walsh

CRD Number: 3076905
Current Firm: Occidental Asset Management, LLC

Nathan Walsh (CRD# 3076905) is an Investment Advisor Representative working at Occidental Asset Management, LLC in Burlingame, CA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Occidental Asset Management, LLC Burlingame, CA Aug 2013 - Current 3
Acc Investment Management, Inc. Burlingame, CA Jan 2013 - Current 3
Personal Financial Consultants, Inc. Oakland, CA Aug 2012 - Dec 2012 < 1
Polaris Wealth Advisers, LLC San Francisco, CA Jun 2011 - Aug 2012 1
Polaris Equity Management, Inc. San Francisco, CA Feb 1999 - Aug 2012 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1999
S65 NASAA Investment Advisors Law Examination Aug 2005
Contact Info for Nathan H. Walsh
Phone Number: 650-344-1600
Firm Website:
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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

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