Michael Walsh, financial advisor Mashpee MA
93 score

Michael Walsh

CRD Number: 4482280
Current Firm: 1st Global Advisors Inc.

Michael Walsh (CRD# 4482280) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Mashpee, MA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
1st Global Insurance Services, Inc. Osterville, MA Oct 2003 - Current 13
1st Global Advisors, Inc. Osterville, MA Apr 2002 - Current 14
1st Global Capital Corp. Osterville, MA Dec 2001 - Current 15
Sanders, Walsh & Eaton LLP Osterville, MA Dec 1989 - Current 27
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2002
Contact Info for Michael J. Walsh
Phone Number: 214-294-5000
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    7,093
    MILLIONS
  • Total Number of Accounts
    21,134
    ACCOUNTS
  • Average Account Value
    $335,619
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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