Declan T Walmsley
Investment adviser representative at LPL Financial LLC
10 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 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
- Seminars and workshops
Experience
10 years in the industry.
- LPL Financial LLCSep 2025 to now
- Finn & Meehan Wealth ManagementSep 2025 to now
- Lifetime Moving Co.May 2025 to Aug 2025
- Finn & Meehan Wealth ManagementSep 2024 to May 2025
- Safety InsuranceMay 2024 to Aug 2024
- College Hunks Hauling Junk & MovingJun 2023 to Sep 2023
- Wheaton CollegeMay 2022 to Aug 2022
- Salve Regina UniversityAug 2021 to May 2025
- Sierra's Brick Oven PizzaMar 2021 to Aug 2021
- Wheaton CollegeJun 2019 to Sep 2019
- Town of Franklin RecreationDec 2017 to Mar 2018
- Franklin High SchoolAug 2017 to Jun 2021
- Horace Mann Middle SchoolJan 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (RI).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 7985243
- Firm CRD
- 6413