Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Joseph Walsh is a financial professional based in San Francisco, California. Kevin has been in the industry since 2007 and is currently registered with Houlihan Lokey Capital, Inc. Kevin has a broad range of experience and holds Series 7, 24, 63, 79TO, and SIE licenses. Previously, Kevin was registered with Houlihan Lokey Advisors, LLC and Savvian Advisors, LLC, also in San Francisco.
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.
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.
1
2
CA
11/17/2021 - Present
Houlihan Lokey Capital, Inc. (San Francisco CA)
CA
07/14/2008 - 04/19/2024
HOULIHAN LOKEY ADVISORS, LLC (SAN FRANCISCO CA)
CA
08/19/2005 - 08/09/2006
SAVVIAN ADVISORS, LLC (SAN FRANCISCO CA)
BC
Issued 01/04/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2024
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kevin Walsh is the right advisor for you? Invested Better is here to help.
