Brian Walsh (CRD# 1432309) is an Investment Advisor Representative working at The Ascent Group, LLC in Hilton Head Island, SC and has over 38 years of experience in the finance industry.
CRD# 2410852
Bull Street Advisors
CRD# 5979110
Sound View Wealth Advisors Group, LLC
CRD# 1298497
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Triad Advisors | Norcross, GA | Feb 2023 - Current | 1 |
| The Ascent Group, LLC | Virginia Beach, VA | May 2021 - Current | 2 |
| Ameritas Life Insurance Corp. Of New York | New York, NY | Mar 2010 - Current | 14 |
| Ameritas Life Insurance | Lincoln, NE | Jun 2006 - Current | 17 |
| Walsh & Nicholson Agency Dba Walsh & Nicholson Financial Group | Wayne, PA | Mar 1985 - Current | 39 |
| Ameritas Investment Corp. | Lincoln, NE | Jun 2006 - Jan 2023 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1985 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2003 |
- PA
- SC
- TX
-
Total Assets Under Management2,880MILLIONS
-
Total Number of Accounts4,261ACCOUNTS
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Average Account Value$675,904
- 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, CA, DE, FL, GA, IL, KY, MA, MD, MN, MS, NC, NH, NJ, NV, NY, OH, PA, SC, TN, TX, VA, WA, WI
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