Nathan WalshCRD 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 18 years of experience in the finance industry.
Three Bell Capital LLC
Blossom Wealth Management, LLC
Jurika, Mills & Keifer, LLC
|Occidental Asset Management, LLC||Burlingame, CA||Aug 2013 - Current||3|
|Acc Investment Management, Inc.||Burlingame, CA||Jan 2013 - Current||4|
|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|
Total Assets Under Management165MILLIONS
Total Number of Accounts400ACCOUNTS
Average Account Value$412,500
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, FL, HI, TX, WA
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.