Brian
Walsh
Sofi Wealth LLC
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About this Advisor
Brian Walsh is a financial advisor based in San Francisco, California, working with Sofi Wealth LLC. Brian has previously held positions at Advicent Solutions Llp, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Social Finance Inc, and Sofi Securities LLC. Brian has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Delaware, Michigan, and Texas. Currently, Brian is part of Sofi Wealth LLC, which operates out of San Francisco, California. The firm has 4 offices and 70 employees. The firm manages assets totaling $943.5 million. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, publication of newsletters, and educational seminars. The fee structure at Sofi Wealth LLC includes other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sofi Wealth LLC Brokerage Details
$943,520,661
70
165,546
$5,699
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Brian Walsh Work History
Sofi Securities LLC
Social Finance Inc
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Advicent Solutions Llp
Disclosures
Please visit the SEC profile of Brian Walsh to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sofi Wealth LLC
San Francisco, CA
San Francisco, CA
San Francisco, CA
Salt Lake City, UT
San Francisco, CA
San Francisco, CA
Jacksonville, FL
San Francisco, CA
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