Michael WalshCRD Number: 1956666
Current Firm: Securities America Advisors, Inc.
Michael Walsh (CRD# 1956666) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Omaha, NE and has over 28 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Advisors, LLC
Mutual Of Omaha Investor Services, Inc.
|Securities America Advisors, Inc.||Omaha, NE||Feb 1999 - Current||18|
|Securities America, Inc.||Omaha, NE||Jan 1999 - Current||18|
|Principal Life Insurance Company||Des Moines, IA||Jul 1998 - Current||19|
|The Michael Corp||Omaha, NE||Jan 1996 - Current||21|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1989|
|S65||NASAA Investment Advisors Law Examination||Feb 1995|
Total Assets Under Management13,433MILLIONS
Total Number of Accounts92,356ACCOUNTS
Average Account Value$145,443
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops