W Walsh is a registered investment advisor at Wells Fargo Advisors, based in Vero Beach, FL, with 35 years of industry experience. W is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
3545 Ocean Dr, Vero Beach, FL, 32963
Get directionsHistory
Regulatory History (1)
Financial
January 2017Other Business Activities
W owns farmland rental property in Durand, IL since 2002, which he also intends to use as a future personal residence. This activity requires a few hours per week.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Barclays Capital INC.Broker
Lehman Brothers INC.
Lehman Brothers INC.Broker
State Registrations47 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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