Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Patrick Walsh is a financial advisor with over 35 years of experience in the financial services industry. Brian is a Registered Representative with The Ascent Group, LLC and a Registered Investment Advisor with The Ascent Group, LLC, as well as Triad Advisors. Brian provides financial planning and investment management services to individuals, families, and businesses. Brian is also a member of the Million Dollar Round Table Foundation.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial 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.
1
2
SC
05/14/2021 - Present
THE Ascent Group, LLC (Hilton Head SC)
PA
02/01/2023 - 08/23/2024
TRIAD ADVISORS LLC (Wayne PA)
PA
06/30/2006 - 01/23/2023
AMERITAS INVESTMENT COMPANY, LLC (WAYNE PA)
PA
07/28/1997 - 06/30/2006
CARILLON INVESTMENTS, INC. (WAYNE PA)
AZ
09/01/1992 - 07/28/1997
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NY
09/03/1991 - 09/02/1992
NEW ENGLAND SECURITIES (NEW YORK NY)
MA
10/27/1988 - 10/31/1990
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
03/02/1987 - 10/04/1988
NEW ENGLAND SECURITIES CORPORATION (NEW YORK NY)
NA
11/14/1985 - 03/07/1987
MUTUAL OF OMAHA FUND MANAGEMENT COMPANY
IA
Issued 03/03/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/02/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2002
Series 7 - General Securities Representative Examination
BC
Issued 11/07/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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