Brian Walsh is a CFP-designated registered investment advisor, based in Murfreesboro, TN, with 13 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold.
Location
262 Robert Rose, Ste. 100, Murfreesboro, TN, 37129
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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
Brian is involved with Cunningham Financial Group, LLC, focusing on non-variable insurance products like whole life, term, LTC, and fixed indexed annuities, taking about half his time. He also owns residential rental properties and operates under Stewardship Capital as a DBA for his LPL business.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
State Registrations22 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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