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||4|
|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
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