linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kacie Walsh

Dimensional Fund Advisors LP

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

About Kacie Walsh

Kacie Walsh is an investment advisor representative at Dimensional Fund Advisors LP, a firm that provides investment advisory services to individuals, investment companies, and pooled investment vehicles. Kacie has been in the industry since 2019 and holds the Series 7, Series 66, Series 24, and Series 79 securities licenses. Kacie's previous experience includes working at JPMorgan Securities LLC and DFA Securities LLC. Kacie's current registrations are with FINRA and the state of Texas.

Firm Information

Kacie Walsh is currently registered with Dimensional Fund Advisors LP. Dimensional Fund Advisors LP is an investment advisor headquartered in Austin, TX. The firm manages approximately $749.62 billion in assets for a variety of clients, including investment companies, pooled investment vehicles, high-net-worth individuals, and pension and profit-sharing plans. The firm specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Dimensional Fund Advisors LP is registered with the SEC and has a total of 761 employees, including 245 investment adviser representatives and 516 registered representatives.
Dimensional Fund Advisors LP

6300 BEE CAVE ROAD

AUSTIN, TX 78746

$749.62B

Assets Under Management

1

Total Clients

217

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

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

portfolio management for investment companies

Strategic management for diversified investment portfolios.

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

percentage of assets

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

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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.

Kacie Walsh’s Registration & Firm History

TX

09/14/2023 - Present

Dimensional Fund Advisors LP (AUSTIN TX)

TX

06/06/2023 - 08/19/2023

J.P. MORGAN SECURITIES LLC (Austin TX)

TX

12/13/2018 - 05/31/2023

DFA SECURITIES LLC (AUSTIN TX)

Not sure if Kacie Walsh is right for you?

Licenses & Designations

BOTH

Issued 02/01/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/10/2022

Series 24 - General Securities Principal Examination

BC

Issued 06/28/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 12/13/2018

Series 7TO - General Securities Representative Examination

BC

Issued 10/31/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kacie Walsh.
Not sure if Kacie Walsh is right for you?