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Brian Walsh

THE Ascent Group, LLC

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About Brian Walsh

Brian Walsh is a financial advisor with The Ascent Group, LLC in Wayne, PA. Brian has been in the financial services industry since 2013. Brian's current registrations include the state of Pennsylvania and Texas for both broker-dealer and investment advisor licenses.

Firm Information

Brian Walsh is currently registered with THE Ascent Group, LLC. THE Ascent Group, LLC is an investment advisor based in Virginia Beach, Virginia. The firm provides financial planning, pension consulting, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. They manage approximately $2.88 billion in assets for 4,261 accounts. Their client base includes individuals, businesses, corporations, and charitable organizations.
THE Ascent Group, LLC

192 BALLARD COURT

VIRGINIA BEACH, VA 23462

$2.88B

Assets Under Management

6

Total Clients

12

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian Walsh’s Registration & Firm History

PA

05/14/2021 - Present

THE Ascent Group, LLC (WAYNE PA)

PA

02/01/2023 - 08/23/2024

TRIAD ADVISORS LLC (Wayne PA)

PA

05/04/2017 - 01/27/2023

AMERITAS INVESTMENT COMPANY, LLC (WAYNE PA)

NC

11/20/2013 - 05/01/2017

LINCOLN FINANCIAL DISTRIBUTORS, INC. (THOMASVILLE NC)

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Licenses & Designations

IA

Issued 06/06/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/27/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/16/2017

Series 7 - General Securities Representative Examination

BC

Issued 11/20/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Walsh.
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