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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Sebastian Walsh is a registered investment advisor representative with True North Advisors, LLC. Mark has been in the industry since 2006. Mark has passed the Uniform Securities Agent State Law Examination and the Uniform Investment Adviser Law Examination. Mark specializes in financial planning, pension consulting, selection of other advisors, and portfolio management. Mark has experience working at Westwood Holdings, BMO Wealth Management, Tolleson Wealth Management, and Westwood Wealth Management. Mark currently works at True North Advisors, LLC in Dallas, TX.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
09/21/2024 - Present
True North Advisors, LLC (DALLAS TX)
Active
Inactive
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