William
Walsh
Tcfg Investment Advisors, LLC
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About this Advisor
William Walsh is a financial advisor based in Laguna Niguel, California who has 1 year of relevant experience. Walsh works at Tcfg Investment Advisors, LLC. During their career, the advisor has held roles at Concorde Asset Management, LLC, Northstar Financial Partners, Concorde Investment Services LLC, Tcfg Wealth, Aflac, Primex, Hospice Of Michigan, Cig Capital Advisors, Cig Securities, Inc and Cig Asset Management. Walsh has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in Michigan. Tcfg Investment Advisors, LLC is a company headquartered in Laguna Niguel, CA. It has offices in 25 locations and a total of 33 people on staff. It handles $451 million in total assets across its 2,294 client accounts, placing it among the bigger financial advisory firms in the United States by assets under management. Of its 2,294 customer accounts, just 5% are associated with high-net-worth investors who have more than $1 million in assets. The firm performs a set of services, such as financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules usually are based on which services are offered. However, fees billed by Tcfg Investment Advisors, LLC likely consist of any combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Tcfg Investment Advisors, LLC Brokerage Details
$450,525,673
33
2,294
$196,393
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
William Walsh Work History
William has been registered as a financial advisor for 1 years.*
Tcfg Wealth
Cig Capital Advisors
Cig Securities, Inc
Cig Asset Management
Hospice Of Michigan
Primex
Aflac
Concorde Asset Management, LLC
Concorde Investment Services LLC
Northstar Financial Partners
*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 William 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 Tcfg Investment Advisors, LLC
Laguna Niguel, CA
Camarillo, CA
La Habra, CA
Manitowoc, WI
Laguna Niguel, CA
Laguna Niguel, CA
Omaha, NE
Laguna Niguel, 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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