TW
Timothy K. Walsh
TIMOTHY KELLY WALSH
WESTCLIFFE, CO
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CRD#: 4420663
TW
Professional summary
Timothy Kelly Walsh MR. is a registered financial advisor currently at TIMOTHY KELLY WALSH located in Westcliffe, Colorado.
Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Timothy has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Timothy Kelly Walsh MR.'s CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 1, 1999 - Present
TIMOTHY KELLY WALSH
RIA
CRD#: 112964
WESTCLIFFE, CO
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Colorado(1/1/1999)
Exams
Current Firm
TK
TIMOTHY KELLY WALSH
TIMOTHY KELLY WALSH | WESTCLIFFE MORTGAGE COMPANY AKA TIMOTHY KELLY WALSH
CRD#: 112964 / SEC#:
Colorado
Registered Investment Advisory firm - (1/1/1999 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Castle Rock, CO
Mailing Address
Phone number
(303) 660-3461
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 17 |
| AUM (Assets Under Management) | $ 9,615,758 |
Red Flags
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