Patrick Walsh (CRD# 6802236) is an Investment Advisor Representative working at Spearhead Administrative Services, LLC in Greenville, DE and has 1 year of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 6436358
Planning Capital Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Spearhead Administrative Services, LLC | Charlestown, MA | Feb 2022 - Current | 2 |
| Spearhead Capital Advisors, LLC | Wellington, FL | Nov 2018 - Feb 2022 | 3 |
| Hub International | Southborough, MA | May 2017 - Oct 2018 | 1 |
| State Street Corporation | Boston, MA | Feb 2012 - Apr 2017 | 5 |
- MA
-
Total Assets Under Management1,198MILLIONS
-
Total Number of Accounts293ACCOUNTS
-
Average Account Value$4,088,314
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
DE, FL, MA, NJ, PA
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