Mary Therese Walsh
Investment adviser representative at Win Advisors, Inc
30 yearsExperience
1 stateRegistered in
$266.8MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
30 years in the industry.
- Win Advisors, IncJun 2019 to now
- Global World Network Securities Inc.Oct 2003 to now
- Money Concepts Capital CorpJun 1996 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law1998
- Series 63 · Uniform Securities Agent State Law2000
State registrations
Registered as an investment adviser representative in 1 state (FL).
Win Advisors, Inc
$266.8MAssets managed
1,941Clients
4Advisers
7 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
- 2829444
- Firm CRD
- 300351