[SARASOTA, FL/ DEKALB, IL] — [February 14, 2018] — Joseph Walsh, Jr., an independent LPL Financial advisor at Walsh & Associates in Sarasota, FL and DeKalb, IL today announced his inclusion in LPL’s Executive Council. This premier award is presented to less than 1% of the firm’s approximately 15,000 advisors nationwide.
“On behalf of LPL, I congratulate Joseph Walsh, Jr.” said Andy Kalbaugh, LPL managing director and divisional president, National Sales and Consulting. “Joe has demonstrated tremendous value to his clients with the service he provides to help them pursue their financial goals. We thank Joe for the contributions he makes to his clients, his commitment to offering his clients independent financial advice and his ongoing relationship with support of LPL. We wish him continued success.”
Walsh has been providing financial services to clients across the country for over 30 years. Walsh provides a full range of financial services, including retirement planning, financial planning, and asset management. Walsh & Associate’s also provides Red Flag Audit® reviews, a proprietary comprehensive wealth management process developed by the firm to provides an in-depth review of all areas of a family’s financial plan. This in depth process of uncovering financial red flags and opportunities is just one way Joseph Walsh and his team at Walsh & Associates set themselves apart from other financial advisors.
LPL is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*, providing resources, tools and technology that support advisors in the delivery of personal, objective financial advice.
About Walsh & Associates
Walsh & Associates is an Investment Advisor registered with the Securities and Exchange Commission, with locations in Sarasota, FL and DeKalb, IL. Joseph Walsh, MBA, CFP®, CFA®, CRPC®, is President and CEO of Walsh & Associates and has more than three decades of experience as a financial advisor. Walsh & Associates is a full service, fee-based financial planning firm, specializing in their Red Flag Audit® procedure. Walsh & Associates focuses on building a foundation of trust by offering personal service and innovative wealth management strategies, as well as placing an emphasis on education and industry knowledge.
About LPL Financial
LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions.
*Based on total revenues, Financial Planning magazine June 1996-2017
Securities offered through LPL Financial Member FINRA/SIPC. Financial Planning and investment advice offered through Walsh & Associates, a registered investment advisor and separate entity from LPL Financial.
2350 Fruitville Rd., Ste. 201
Sarasota, FL 34237
HOURS: M-F, 9:00-5:00 ET
444 E. Hillcrest Dr., Ste. 230
DeKalb, IL 60115
HOURS: M-F, 9:00-5:00 CT