AdvisorOS Directory
Claim Profile
Unclaimed Profile
JW

John Lee Walsh

PURSELL MANAGEMENT CO. LLC·PEACHTREE CORNERS, Georgia
Clean recordPURSELL MANAGEMENT CO. LLC
3930 EAST JONES BRIDGE ROAD, PEACHTREE CORNERS, GA 30092CRD# 3138029Firm CRD# 302011

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Lee Walsh · PEACHTREE CORNERS, GA
Registration
CRD #3138029 · PURSELL MANAGEMENT CO. LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

John Lee Walsh is a registered financial advisor based in PEACHTREE CORNERS, Georgia, affiliated with PURSELL MANAGEMENT CO. LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Institutional Investors
Introduction

Speak with John

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if John is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
PURSELL MANAGEMENT CO. LLC
CORE ALTERNATIVE CAPITAL, LLC
AUM
$618M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at PURSELL MANAGEMENT CO. LLC →
Services
Portfolio management (pooled investments)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3138029
Firm CRD# 302011
View on FINRA BrokerCheck →

Looking for a financial advisor in PEACHTREE CORNERS?

Browse all registered financial advisors in PEACHTREE CORNERS, Georgia or claim this profile if it's yours.

Browse PEACHTREE CORNERS AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does John Lee Walsh offer?
John Lee Walsh specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PEACHTREE CORNERS, Georgia for a consultation.
What are John Lee Walsh's credentials?
John Lee Walsh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Lee Walsh located?
John Lee Walsh is based in PEACHTREE CORNERS, Georgia, working with PURSELL MANAGEMENT CO. LLC. Their office serves clients in the PEACHTREE CORNERS metropolitan area and surrounding communities.
How does John Lee Walsh charge for services?
John Lee Walsh's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PURSELL MANAGEMENT CO. LLC?
PURSELL MANAGEMENT CO. LLC has approximately 5 employees and manages $618M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at PURSELL MANAGEMENT CO. LLC

Daniel Adam Mack
PEACHTREE CORNERS, GA
David Claude Pursell
PEACHTREE CORNERS, GA

More Advisors in PEACHTREE CORNERS, Georgia

Charles Ray Tyler
FINANCIAL ADVISORY CONSULTANTS,INC.·PEACHTREE CORNERS, GA
Steven Walker Smith
CHI-RHO FINANCIAL, LLC·PEACHTREE CORNERS, GA
William Radford Aldridge
CHI-RHO FINANCIAL, LLC·PEACHTREE CORNERS, GA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Georgia
ATLANTA (1557)ALPHARETTA (158)MARIETTA (62)ROSWELL (47)DULUTH (41)SAVANNAH (41)COLUMBUS (26)AUGUSTA (26)ATHENS (25)THOMASVILLE (22)
City Guides
ATLANTA GuideALPHARETTA GuideMARIETTA GuideROSWELL GuideDULUTH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
Request removal of this profile