Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Roland Walsh is a financial professional with over 40 years of experience in the industry. David is currently registered with Eagle Strategies LLC, a firm that provides advisory services to individuals, businesses, and charitable organizations. David has a broad range of experience in investment advisory, including financial planning, portfolio management, and pension consulting. David has held previous roles with several prominent firms including Royal Alliance Associates, Inc., Integrated Resources Equity Corporation, and Judy & Robinson Securities, Inc. David is dedicated to providing personalized financial guidance to help clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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
CA
06/06/2000 - Present
Eagle Strategies LLC (SAN FRANCISCO CA)
AZ
11/19/1989 - 09/15/1993
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
09/19/1983 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
07/03/1981 - 11/10/1982
JUDY & ROBINSON SECURITIES, INC
BC
Issued 02/23/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/10/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/1987
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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