Joseph Walsh (CRD# 7524200) is an Investment Advisor Representative working at Cerity Partners LLC in Cincinnati, OH and has 1 year of experience in the finance industry.
CRD# 1210661
Cambridge Investment Research Advisors, Inc.
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 6208290
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cerity Partners LLC | Cincinnati, OH | Jul 2023 - Current | 1 |
| Miami University | Oxford, OH | May 2019 - Jun 2023 | 4 |
| Ameriprise Financial Services, LLC | Fairfield, OH | May 2022 - Nov 2022 | < 1 |
| Convergence Research | West Chester, OH | Apr 2021 - Aug 2021 | < 1 |
| Stephen T Badin High School | Hamilton, OH | May 2015 - Apr 2019 | 3 |
| Ymca | Hamilton, OH | Apr 2017 - Aug 2017 | < 1 |
| Queen Of Peace Catholic School | Hamilton, OH | Aug 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
- OH
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Total Assets Under Management80,573MILLIONS
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Total Number of Accounts16,424ACCOUNTS
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Average Account Value$4,905,815
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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