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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 Walsh is a financial advisor with over 25 years of experience in the industry. He is currently registered with Dimensional Fund Advisors LP as a Registered Investment Advisor and holds a Series 7 and Series 66 license. Previously, Brian Walsh was registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Brian Walsh is a Chartered Financial Analyst (CFA) and specializes in providing portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. Brian Walsh’s clients include high-net-worth individuals, investment companies, pooled investment vehicles, insurance companies, charitable organizations, state or municipal government entities, sovereign wealth funds and foreign official institutions, and pension and profit sharing plans.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
07/12/2019 - Present
Dimensional Fund Advisors LP (AUSTIN TX)
NY
04/06/1993 - 07/22/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 12/04/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/21/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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