Brian
Walsh
The Ascent Group, LLC
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About this Advisor
Brian Walsh is a financial advisor based in Hilton Head Island, South Carolina, working with The Ascent Group, LLC. Brian has previously held positions at Walsh & Nicholson Agency Dba Walsh & Nicholson Financial Group, Ameritas Investment Corp, Ameritas Life Insurance, Ameritas Life Insurance Corp. Of New York, The Ascent Group, LLC, and Triad Advisors. Brian has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania, South Carolina, and Texas. Currently, Brian is part of The Ascent Group, LLC, which operates out of Hilton Head Island, South Carolina. The firm has 6 offices and 23 employees. The firm manages assets totaling $2.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at The Ascent Group, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Ascent Group, LLC Brokerage Details
$2,880,025,369
23
4,261
$675,904
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
Brian Walsh Work History
Triad Advisors
The Ascent Group, LLC
Ameritas Life Insurance Corp. Of New York
Ameritas Life Insurance
Walsh & Nicholson Agency Dba Walsh & Nicholson Financial Group
Ameritas Investment Corp
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 The Ascent Group, LLC
Wayne, PA
Virginia Beach, VA
Wayne, PA
Virginia Beach, VA
Wayne, PA
Virginia Beach, VA
Virginia Beach, VA
Haddonfield, NJ
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