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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian J. Walsh is an investment advisor representative with Boston Financial Management LLC. Brian has been with the firm since February 2018. Brian specializes in portfolio management for individuals, businesses and investment companies. Brian has a Series 65 license and holds registrations in Massachusetts and Texas. Prior to Boston Financial Management LLC, Brian was employed by Brown Advisory in Baltimore, Maryland and Highmount Capital in Boston, Massachusetts.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MA
10/31/2022 - Present
Boston Financial Management LLC (BOSTON MA)
IA
Issued 02/19/2008
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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