Robert Walsh, financial advisor Red Bank NJ
90 score

Robert Walsh

CRD Number: 4554605
Current Firm: Lighthouse Financial Advisors, Inc.

Robert Walsh (CRD# 4554605) is an Investment Advisor Representative working at Lighthouse Financial Advisors, Inc. in Red Bank, NJ and has 1 year of experience in the finance industry. Robert 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.

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Professional Designations
Company Name Location Dates Years
Lighthouse Financial Advisors, Inc. Red Bank, NJ May 1999 - Current 17

Robert Walsh has no recent exams reported.
Contact Info for Robert B. Walsh
Phone Number: (732) 747-6680
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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

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