Unclaimed Profile

Joseph Patrick Walsh

WALSH & ASSOCIATES, LLC·SARASOTA, Florida

Series 24, Series 7, Series 63, Series 65CFP CFAWALSH & ASSOCIATES, LLC

2350 FRUITVILLE RD, SARASOTA, FL 34237CRD# 1477994Firm CRD# 144441

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joseph Patrick Walsh · SARASOTA, FL

Registration

CRD #1477994 · WALSH & ASSOCIATES, LLC

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

Joseph Patrick Walsh is a financial advisor based in Sarasota, Florida, where he operates WALSH & ASSOCIATES, LLC. He is registered with CRD number 1477994. Additional information about his credentials and specialties is not provided in the available details.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

WALSH & ASSOCIATES, LLC

AUM

$574M

Regulatory assets under management

Employees

Total firm employees

View all advisors at WALSH & ASSOCIATES, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 1477994

Firm CRD# 144441

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Joseph Patrick Walsh offer?

Joseph Patrick Walsh specializes in Financial Planning, Investment Management. Contact their office in SARASOTA, Florida for a consultation.

What are Joseph Patrick Walsh's credentials?

Joseph Patrick Walsh holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Joseph Patrick Walsh located?

Joseph Patrick Walsh is based in SARASOTA, Florida, working with WALSH & ASSOCIATES, LLC. Their office serves clients in the SARASOTA metropolitan area and surrounding communities.

How does Joseph Patrick Walsh charge for services?

Joseph Patrick Walsh's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WALSH & ASSOCIATES, LLC?

WALSH & ASSOCIATES, LLC has approximately 13 employees and manages $574M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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