linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Joshua Paul Walshe

William Blair

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Joshua? Claim Your Profile

About Joshua Paul Walshe

Joshua Walshe is a financial advisor with William Blair, a well-known firm. He is a chartered financial analyst and has been in the industry since 2002. Joshua has worked with several firms including First Command Financial Planning, Inc. and Lockwood Financial Services, Inc. He has experience in providing financial planning, portfolio management, and selection of other advisors. Joshua has expertise in equity research and provides services to individuals, businesses, and pooled investment vehicles.

Firm Information

Joshua Walshe is currently registered with William Blair. William Blair is a Limited Liability Company formed in 1995 with its main office in Chicago, Illinois. They have 51 licensed agents, 250 investment adviser representatives, and 399 registered representatives. They provide a variety of advisory services including financial planning, selection of other advisors, and portfolio management for businesses and individuals. They also manage pooled investment vehicles. They have approximately $49.98 billion in regulatory assets under management. Their primary client base includes corporations or other businesses, high-net-worth individuals, and individuals other than high-net-worth. They also serve charitable organizations, pooled investment vehicles, pension and profit-sharing plans, and other investment advisors.
William Blair

150 NORTH RIVERSIDE PLAZA

CHICAGO, IL 60606

$49.98B

Assets Under Management

Not reported

Total Clients

423

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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

equity research services

Equity research services

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Joshua Walshe’s Registration & Firm History

IL

04/17/2018 - Present

William Blair (CHICAGO IL)

TX

11/10/2008 - 10/12/2017

FIRST COMMAND FINANCIAL PLANNING, INC. (FORT WORTH TX)

TX

11/01/2007 - 10/06/2008

STANFORD GROUP COMPANY (DALLAS TX)

TX

12/02/2005 - 11/01/2007

BNY INVESTMENT CENTER INC. (DALLAS TX)

NJ

12/15/2003 - 12/13/2005

PERSHING LLC (JERSEY CITY NJ)

PA

10/21/2002 - 12/13/2005

LOCKWOOD FINANCIAL SERVICES, INC. (MALVERN PA)

Not sure if Joshua Paul Walshe is right for you?

Licenses & Designations

BOTH

Issued 02/08/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/29/2010

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/18/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Joshua Paul Walshe.
Not sure if Joshua Paul Walshe is right for you?