James
Walsh
Advance Capital Management Inc
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About this Advisor
James Walsh is a financial advisor working in Southfield, Michigan with 6 years of industry experience. Walsh is on the advisory team at Advance Capital Management Inc. Throughout their career, they have worked at Zhang Financial, Lpl Financial and Advance Capital Management, Inc. Walsh maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Michigan. Advance Capital Management Inc is a business headquartered in Southfield, MI. The investment advisory business has offices in four locations and a total of 54 financial advisors. It has $4 billion in assets under management among its 13,699 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 15 charitable organizations. Of its 13,699 customer accounts, just 14% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Advance Capital Management Inc offers a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees for financial advice typically are based on the financial services offered. However, fee types billed by Advance Capital Management Inc may include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Advance Capital Management Inc Brokerage Details
$3,569,927,529
54
13,699
$260,598
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
James Walsh Work History
James has been registered as a financial advisor for 6 years.*
Advance Capital Management, Inc
Zhang Financial
Lpl Financial
*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 James 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 Advance Capital Management Inc
Southfield, MI
Southfield, MI
Grand Rapids, MI
Dallas, TX
Southfield, MI
Southfield, MI
Southfield, MI
Southfield, MI
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