Louis Walsh
Louis Walsh is a CFA-designated registered investment advisor at Wells Fargo Advisors, based in Jacksonville, FL, with 29 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B 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
5011 Gate Parkway, Suite 200 Building 100, Jacksonville, FL, 32256
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Louis owns Walsh Fine Art, dedicating minimal time to paintings and art show sales. He also has ownership stakes in WBZFP, LLC and Walsh Investment Consulting Group, LLC, dedicating full-time hours to each, and is involved with NFLA Insurance Partners, LLC, selling insurance with minimal time commitment.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
Deutsche Bank Securities INC.
Deutsche Bank Securities INC.Broker
Db Alex. Brown LLCBroker
Alex. Brown & Sons IncorporatedBroker
State Registrations20 states
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