Michael WalshCRD Number: 6107459
Current Firm: Principal Securities, Inc.
Michael Walsh (CRD# 6107459) is an Investment Advisor Representative working at Principal Securities, Inc. in Iowa City, IA and has over 4 years of experience in the finance industry.
Nations Financial Group, Inc.
Raymond James Financial Services Advisors, Inc.
|Castle Financial Services Inc.||Iowa City, IA||Aug 2014 - Current||3|
|Princor Financial Services||Iowa City, IA||Aug 2012 - Current||5|
|Principal Life Insurance||Iowa City, IA||Aug 2012 - Current||5|
|Hawkeye Moving Services||Iowa City, IA||Dec 2009 - Aug 2012||2|
|Hawkeye Moving & Storage||North Liberty, IA||May 2000 - Dec 2009||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2012|
|S65||NASAA Investment Advisors Law Examination||Feb 2014|
Total Assets Under Management1,622MILLIONS
Total Number of Accounts15,486ACCOUNTS
Average Account Value$104,766
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV