Mark Walsh (CRD# 5268900) is an Investment Advisor Representative working at Walsh Financial Consulting in Oakland, CA and has over 17 years of experience in the finance industry. Mark Walsh has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3262592
Captrust
CRD# 4105009
Lowery Thomas, LLC
CRD# 1245314
Wealth & Tax Planners LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tuttle Wealth Management LLC | Oakland, CA | Mar 2014 - Current | 10 |
| Golden Gate University | San Francisco, CA | Jan 2011 - Current | 13 |
| Active Assets Corporation | Oakland, CA | Dec 2010 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2007 |
| S65 | NASAA Investment Advisors Law Examination | May 2013 |
- CA
-
Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Portfolio management for businesses (other than small businesses) or institutional clients
CA
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