Mark Walsh
Mark Walsh is a CFP-designated registered investment advisor at Walsh Financial Consulting, based in Oakland, CA, with 12 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
IM Fee
Fee Structure
Location
Oakland, CA
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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
Mark operates Walsh Insurance and Financial Services Agency. He receives commissions on insurance products sold, including life insurance, annuities, and long-term care.
Employment History
Current Registrations
Walsh Financial Consulting
Previous Registrations
Tuttle Wealth Management, LLC
Wealth Financial Advisory Services, LLC
UBS Financial Services INC.
State Registrations1 state
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