Joseph Walsh, financial advisor Sarasota FL

Joseph Walsh

CRD Number: 4630974
Current Firm: Walsh & Associates, LLC

Joseph Walsh (CRD# 4630974) is an Investment Advisor Representative working at Walsh & Associates, LLC in Sarasota, FL and has over 14 years of experience in the finance industry.

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Advice And Planning Services
Company Name Location Dates Years
Walsh & Associates, LLC Sarasota, FL Dec 2012 - Current 11
Lpl Financial, LLC Sarasota, FL Feb 2003 - Current 21
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2009
Contact Info for Joseph P. Walsh
Phone Number: 941-952-1188
Registered State(s):
  • CA
  • FL
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    482
    MILLIONS
  • Total Number of Accounts
    2,071
    ACCOUNTS
  • Average Account Value
    $232,665
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
  • Pension consulting services
Types of Clients
Registered States

AZ, CA, CO, FL, GA, IL, IN, MD, MN, NC, NH, NV, OH, PA, SC, TN, TX, UT, VA, WI

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