Martin
Walsh

Lpl Financial LLC

CRD#5398190
Investment Advisor
in Denver, CO
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About this Advisor

Martin Walsh is a certified financial planner operating in Denver, Colorado, who has been in the advisory business for 11 years. Walsh works at Lpl Financial LLC. Throughout their career, they have worked at Goldman, Sachs & Co, Tribeca Companies, Innovest Portfolio Solutions, Lpl Financial, LLC and Brown & Company. Walsh maintains Series 66 and Series 63 licenses, which qualify them as a securities agent, and can serve investors in Colorado and Texas. Lpl Financial LLC is a financial advisory firm based out of Denver, Colorado. The investment advisory business has offices in 8,011 locations and a total of 22,703 advisors. It controls $153 billion in assets under management across its 680,466 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 899 charities and foundations. Of its 680,466 client accounts, 23% are held by high-net-worth investors who have greater than $1 million in assets. The firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fee schedules largely depend on the type of financial services offered. However, fees charged by Lpl Financial LLC may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Series 63, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

1700 Broadway #500
Denver, CO 80290-0501

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

CO Average: $16,012,751,954
Total Number of Employees

22,790

CO Average: 118
Total Number of Accounts

786,525

CO Average: 4,567
Average Account Size

$202,281

CO Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Martin Walsh Work History

Martin has 11 years of experience.

2015 - Present (4 years)

Lpl Financial, LLC

2015 - Present (4 years)

Brown & Company

2011 - 2015 (4 years)

Innovest Portfolio Solutions

2010 - 2010 (0 years)

Tribeca Companies

2007 - 2010 (3 years)

Goldman, Sachs & Co

Disclosures

Martin Walsh has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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