Mark
Walsh
Walsh Financial Consulting
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About this Advisor
Mark Walsh is a certified financial planner working in Oakland, California, with 9 years of industry experience. Walsh is an employee of Walsh Financial Consulting. Over the course of their career, they have held roles at Active Assets Corporation, Golden Gate University and Tuttle Wealth Management LLC. Walsh maintains Series 66 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in California. Walsh Financial Consulting is a business operating in Oakland, California. It administers $211 million in total assets between its one accounts, placing it among the mid-sized firms in the United States by assets under management. Walsh Financial Consulting has a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors typically depend on which service is offered. However, fees billed by Walsh Financial Consulting can include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Walsh Financial Consulting Brokerage Details
$211,000,000
1
$211,000,000
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Mark Walsh Work History
Mark has been registered as a financial advisor for 9 years.*
Tuttle Wealth Management LLC
Golden Gate University
Active Assets Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mark 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 Walsh Financial Consulting
Oakland, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
