Robert Walsh
Professional Summary
Robert Walsh is a registered financial advisor currently at WEALTHCARE located in Cabin John, Maryland. Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Robert has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Personal. Affordable. Wealthcare for Women.
- We help women planning for or in retirement grow and enjoy their wealth through personal service for a fraction of the cost of traditional financial services.
Biography
Well into a career as a financial management consultant with IBM, I was ready for a new challenge. While consulting provided the joy of solving problems and helping organizations reach their goals, I was feeling further and further removed from my clients as I progressed in my career. I wanted that feeling again of working with and helping someone face-to-face. Investing and financial planning always appealed to me. Early on, I formed an investment club...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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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
11 years in the financial services industry
Current & Past Employments
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Current Firm
WEALTHCARE | WEALTHCARE FINANCIAL PLANNING, LLC
Contact Information
Main Address
Cabin John, MDPhone Number
(202) 810-1865# of Employees
1Documents
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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
(12/8/2015)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Robert Walsh's CRS (Customer Relationship Summary).
Services Offered by Robert
- Personal. Affordable. Wealthcare for Women.
- We help women planning for or in retirement grow and enjoy their wealth through personal service for a fraction of the cost of traditional financial services.
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