Joseph Patrick Walsh
Investment adviser representative at Walsh & Associates, LLC
23 yearsExperience
4 statesRegistered in
$827.7MFirm assets
13 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
23 years in the industry.
- Walsh & Associates, LLCDec 2012 to now
- LPL Financial, LLCFeb 2003 to now
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 4 states (CA, FL, IL, TX).
Walsh & Associates, LLC
$827.7MAssets managed
1,324Clients
9Advisers
13 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
- 4630974
- Firm CRD
- 144441