Matthew Walsh is a registered investment advisor, based in Lincoln, NE, with 19 years of industry experience.
Location
151 N 8th St Suite 450, Lincoln, NE, 68508
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Allstate Financial Services, LLC
July 2021 - Present · 4 yrs 10 mos
Allstate Financial Services, LLCBroker
July 2021 - Present · 4 yrs 10 mos
Allstate Financial Advisors, LLC
November 2016 - Present · 9 yrs 6 mos
Previous Registrations
Allstate Distributors, L.L.C.Broker
November 2016 - August 2021 · 4 yrs 9 mos
AXA Advisors, LLC
August 2014 - November 2016 · 2 yrs 3 mos
AXA Advisors, LLCBroker
May 2014 - November 2016 · 2 yrs 6 mos
Allstate Distributors, L.L.C.Broker
April 2006 - August 2013 · 7 yrs 4 mos
State Registrations2 states
ILNE
AdvisorBrokerBoth
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
No exam information available for this advisor.