Thomas WalshCRD Number: 5295339
Current Firm: Walsh & Associates, LLC
Thomas Walsh (CRD# 5295339) is an Investment Advisor Representative working at Walsh & Associates, LLC in Sarasota, FL and has over 5 years of experience in the finance industry.
Sage Wealth Consulting, LLC
Raymond James & Associates, Inc.
|Walsh & Associates, LLC||Dekalb, IL||Jan 2017 - Current||5|
|Lpl Financial LLC||Dekalb, IL||Feb 2007 - Current||14|
|Walsh & Associates||Dekalb, IL||Jun 2009 - Dec 2016||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2016|
Total Assets Under Management490MILLIONS
Total Number of Accounts1,695ACCOUNTS
Average Account Value$289,078
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, FL, GA, IL, MD, MN, NC, NH, NV, SC, TN, TX, UT, VA, WI
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