Carrington McDowell-Walsh, financial advisor La Jolla CA

Carrington McDowell-Walsh

CRD Number: 7836155
Current Firm: Sage Stone Wealth Management LLC

Carrington McDowell-Walsh (CRD# 7836155) is an Investment Advisor Representative working at Sage Stone Wealth Management LLC in La Jolla, CA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Sage Stone Wealth Management, LLC La Jolla, CA Jan 2023 - Current 1
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Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2023
Contact Info for Carrington L. McDowell-Walsh
Phone Number: 858-412-6404
Registered State(s):
  • CA
  • MA
  • NY
By the Numbers
  • Total Assets Under Management
    199
    MILLIONS
  • Total Number of Accounts
    409
    ACCOUNTS
  • Average Account Value
    $485,939
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

CA, MA, NY, TX

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