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Brian Walsh

THE ASCENT GROUP, LLC·VIRGINIA BEACH, Virginia
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5029 CORPORATE WOODS DRIVE, VIRGINIA BEACH, VA 23462CRD# 6267410Firm CRD# 314424
01

About

Brian Walsh is a registered financial advisor based in VIRGINIA BEACH, Virginia, affiliated with THE ASCENT GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
THE ASCENT GROUP, LLC
THE ASCENT GROUP, LLC
AUM
$2.9B
Regulatory assets under management
Employees
23
Total firm employees
View all advisors at THE ASCENT GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6267410
Firm CRD# 314424
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brian Walsh offer?
Brian Walsh specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in VIRGINIA BEACH, Virginia for a consultation.
What are Brian Walsh's credentials?
Brian Walsh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Walsh located?
Brian Walsh is based in VIRGINIA BEACH, Virginia, working with THE ASCENT GROUP, LLC. Their office serves clients in the VIRGINIA BEACH metropolitan area and surrounding communities.
How does Brian Walsh charge for services?
Brian Walsh's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE ASCENT GROUP, LLC?
THE ASCENT GROUP, LLC has approximately 23 employees and manages $2.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in VIRGINIA BEACH
Lisa Gail Evans — ENVEST MANAGEMENT III, LLCBarclay Mcfadden — ENVEST MANAGEMENT III, LLCStephanie Lynn Davis — HENDERSON FINANCIAL GROUP LLCMichael Allen Travis — FINANCIAL DESIGNS OF VIRGINIA, INC.Amanda Jeanne Chapman — ENVEST MANAGEMENT II, LLC
Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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