Brian WalshCRD Number: 6267410
Current Firm: The Ascent Group, LLC
Brian Walsh (CRD# 6267410) is an Investment Advisor Representative working at The Ascent Group, LLC in Wayne, PA and has over 8 years of experience in the finance industry. Brian 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.
Affinity Wealth Management LLC
Hamilton-bates Investment Research, Inc.
Oppenheimer & Company Inc.
|The Ascent Group, LLC||Wayne, PA||May 2021 - Current||< 1|
|Vested Advisors, LLC||Wayne, PA||Aug 2019 - Current||2|
|Walsh & Nicholson Financial Group||Wayne, PA||May 2017 - Current||4|
|Ameritas Life Insurance Corp||Lincoln, NE||May 2017 - Current||4|
|Ameritas Investment Corp||Lincoln, NE||May 2017 - Current||4|
|Lincoln Financial Distributors||Radnor, PA||Nov 2013 - Apr 2017||3|
|Prince William County Police Department||Woodbridge, VA||Dec 2011 - Oct 2013||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2013|
|S65||NASAA Investment Advisors Law Examination||Jun 2017|
Total Assets Under Management2,247MILLIONS
Total Number of Accounts3,408ACCOUNTS
Average Account Value$659,304
- 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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