Unclaimed
Michael Walsh is a registered Investment Advisor Representative with Ashford Investment Advisors. Michael is a registered Investment Advisor Representative in Florida and Texas. Michael has been working in the securities industry since 1980. Michael previously worked at Argus Securities, Inc., C.B. Hill & Associates, Inc., Worthington Capital Group, Inc. and E. F. Hutton & Company Inc. Michael is also a Registered Options Principal, Financial and Operations Principal and General Securities Principal. Michael has passed the Uniform Securities Agent State Law Examination, General Securities Representative Examination, and National Commodity Futures Examination. Michael has worked at Ashford Investment Advisors since 1996.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisory/reporting, but not portfolio management
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.
A percentage of the total value of assets under management is charged.
1
2
FL
04/16/2020 - Present
Ashford Investment Advisors (DAYTONA BEACH FL)
FL
03/17/1999 - 02/29/2000
ARGUS SECURITIES, INC. (HALLANDALE FL)
FL
03/10/1997 - 03/24/1999
C.B. HILL & ASSOCIATES, INC. (JACKSONVILLE FL)
NY
08/26/1991 - 07/07/1997
WORTHINGTON CAPITAL GROUP, INC. (GARDEN CITY NY)
NA
12/22/1980 - 01/04/1985
E. F. HUTTON & COMPANY INC
BC
Issued 04/29/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/1991
Series 4 - Registered Options Principal Examination
BC
Issued 08/02/1991
Series 27 - Financial and Operations Principal Examination
BC
Issued 07/19/1991
Series 24 - General Securities Principal Examination
BC
Issued 06/19/1991
Series 7 - General Securities Representative Examination
BC
Issued 09/14/1990
Series 3 - National Commodity Futures Examination
Active
Inactive
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