Laura Anne Walsh
Investment adviser representative at Lifespan Financial Strategies, Inc.
29 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$357.4MFirm assets
Are you Laura Anne Walsh? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
29 years in the industry.
- Lifespan Financial Strategies, Inc.Mar 1997 to now
- LPL Financial LLCSep 2009 to Dec 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 1 state (FL).
Lifespan Financial Strategies, Inc.
$357.4MAssets managed
515Clients
4Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2792453
- Firm CRD
- 119800