Abraham Walsh
Abraham Walsh is a registered investment advisor at Ameriprise Financial Services, LLC, based in Winchester, VA, with 19 years of industry experience. Abraham operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
817 Cedar Creek Grade Ste 200, Winchester, VA, 22601
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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
Abraham owns real estate, a taxidermy studio, and is involved in livestock sales and tax preparation. He also works as an independent insurance broker, serves on a board of directors, engages in fiduciary activities, and volunteers in tax preparation for the elderly and low-income individuals, dedicating about 10-20% of his time to each of the taxidermy, livestock, and tax preparation activities.
Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations14 states
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