Noreen WalshCRD Number: 5090162
Current Firm: Aequitas Investment Advisors, LLC
Noreen Walsh (CRD# 5090162) is an Investment Advisor Representative working at Aequitas Investment Advisors, LLC in Hingham, MA and has over 16 years of experience in the finance industry.
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
|Aequitas Investment Advisors, LLC||Hingham, MA||Jun 2005 - Current||17|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2006|
Total Assets Under Management685MILLIONS
Total Number of Accounts1,255ACCOUNTS
Average Account Value$545,708
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, MA, NH, NY, TX
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