William Francis Walsh
Professional Summary
William Francis Walsh, who also goes by William Walsh, Bill Walsh, William F Walsh, is a registered financial advisor currently at 1031 SECURITIES INC. located in Howell, Michigan. William is registered as a RR (Registered Representative) and started their career in finance in 1992. William has worked at 12 firms and has passed the Series 65, Series 63, Series 79TO, Series 99TO, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
William Walsh, Bill Walsh, William F Walsh
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
34 years in the financial services industry
Current & Past Employments
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Current Firm
1031 SECURITIES INC. | 1031 SECURITIES, LLC
Contact Information
Main Address
5245 Clyde Rd., Howell, MI 48855Mailing Address
5245 Clyde Rd., Howell, MI 48855Phone Number
(248) 761-6027Established
Michigan since 03/27/2023Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (35 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
(4/16/2024)
(3/18/2024)
(7/18/2024)
(3/28/2024)
(11/19/2024)
(4/3/2024)
(4/16/2024)
(5/7/2026)
(5/15/2024)
(8/19/2025)
(8/12/2024)
(4/25/2024)
(3/7/2025)
(3/15/2024)
(6/27/2024)
(12/11/2025)
(6/1/2026)
(8/20/2025)
(4/2/2024)
(12/19/2025)
(3/19/2024)
(8/26/2024)
(6/20/2025)
(3/22/2024)
(11/6/2025)
(9/9/2024)
(8/5/2025)
(6/13/2025)
(8/15/2024)
(7/6/2026)
(9/17/2026)
(1/13/2025)
(12/17/2025)
(12/11/2025)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Sep 2026About the Series 79TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view William Francis Walsh's CRS (Customer Relationship Summary).
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