Brian WalshCRD Number: 1432309
Current Firm: Ameritas Investment Corp
Brian Walsh (CRD# 1432309) is an Investment Advisor Representative working at Ameritas Investment Corp in Wayne, PA and has over 31 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Cypress Financial Planning
Academy Wealth Advisers, LLC
|Helen Bowen Trust Fbo Helen Kelly Taylor And Christina Bowen||Wayne, PA||Nov 2013 - Current||3|
|Bowen Credit Shelter Trust||Boca Raton, FL||Sep 2010 - Current||6|
|First Ameritas Life Insurance Corp. Of New York||Suffern, NY||Mar 2010 - Current||7|
|Ameritas Investment Corp.||Lincoln, NE||Jun 2006 - Current||10|
|Ameritas Life Insurance||Lincoln, NE||Jun 2006 - Current||10|
|Walnic Properties, LLC||Wayne, PA||Jul 2002 - Current||14|
|Walsh & Nicholson Inc.||Bala Cynwyd, PA||Apr 1991 - Current||26|
|Acacia Life Insurance||Bethesda, MD||Jun 2006 - Dec 2011||5|
|Union Central Life Insurance||Cincinnati, OH||Jul 1997 - Dec 2011||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1985|
|S65||NASAA Investment Advisors Law Examination||Mar 2003|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management2,296MILLIONS
Total Number of Accounts8,235ACCOUNTS
Average Account Value$278,845
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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