Robin Walsh (CRD# 5914586) is an Investment Advisor Representative working at Wealthcare Advisory Partners LLC in Neptune City, NJ and has over 12 years of experience in the finance industry.
CRD# 2083423
Main Street Financial Solutions, LLC
CRD# 4874990
Prudential Financial Planning Services
CRD# 2130640
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealthcare Advisory Partners Llc D/b/a Birds Eye Wealth Planning | Neptune City, NJ | Jul 2023 - Current | < 1 |
| M.s. Howells & Company | Scottsdale, AZ | Jul 2023 - Nov 2023 | < 1 |
| Securities America Inc. | Neptune City, NJ | Jan 2017 - Jul 2023 | 6 |
| Securities America Advisors | Neptune City, NJ | Jan 2017 - Jul 2023 | 6 |
| Guardian Life Insurance Co Of America | Somerville, NJ | Jun 2014 - Feb 2017 | 2 |
| Park Avenue Securities LLC | Somerville, NJ | Jun 2014 - Feb 2017 | 2 |
| Guardian Life Insurance Co Of America | Hillsborough, NJ | Oct 2012 - Jun 2014 | 1 |
| Park Avenue Securities LLC | Hillsborough, NJ | Oct 2012 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2011 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2011 |
- NJ
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Total Assets Under Management4,542MILLIONS
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Total Number of Accounts17,793ACCOUNTS
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Average Account Value$255,250
- 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)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV, WY
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