Kevin Walsh, Crpc®, Cpfa®

Kevin Walsh, Crpc®, Cpfa® Email and Phone Number

Financial Advisor and OSJ Principal @ Ensemble Financial Strategies
Charlotte, NC, US
Kevin Walsh, Crpc®, Cpfa®'s Location
Charlotte, North Carolina, United States, United States
Kevin Walsh, Crpc®, Cpfa®'s Contact Details

Kevin Walsh, Crpc®, Cpfa® work email

Kevin Walsh, Crpc®, Cpfa® personal email

n/a

Kevin Walsh, Crpc®, Cpfa® phone numbers

About Kevin Walsh, Crpc®, Cpfa®

Kevin Walsh, Crpc®, Cpfa® is a Financial Advisor and OSJ Principal at Ensemble Financial Strategies. He possess expertise in series 7, series 24, series 4, series 63, project management and 15 more skills.

Kevin Walsh, Crpc®, Cpfa®'s Current Company Details
Ensemble Financial Strategies

Ensemble Financial Strategies

View
Financial Advisor and OSJ Principal
Charlotte, NC, US
Website:
ensembleadvice.com
Employees:
9
Kevin Walsh, Crpc®, Cpfa® Work Experience Details
  • Ensemble Financial Strategies
    Financial Advisor And Osj Principal
    Ensemble Financial Strategies
    Charlotte, Nc, Us
    View
  • Ensemble Financial Strategies
    Financial Advisor & Osj Principal
    Ensemble Financial Strategies Oct 2022 - Present
    Securities are offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services are offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Ensemble Financial Strategies and Cambridge are not affiliated. Content provided via links to third-party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.
    View
  • Lincoln Financial Network
    Financial Advisor & Registered Principal
    Lincoln Financial Network May 2016 - Jan 2023
    Philadelphia, Pennsylvania, Us
    View
  • Wealthplan Financial Group
    Vp, Operations & Financial Planning
    Wealthplan Financial Group May 2016 - May 2022
    Charlotte, North Carolina, Us
    View
  • Lincoln Financial Network
    Director, Trade Desk & Service Team
    Lincoln Financial Network Apr 2014 - May 2016
    Radnor, Pa, Us
    View
  • Lincoln Financial Securities
    Broker/Dealer Operations Manager
    Lincoln Financial Securities Jan 2013 - Apr 2014
    Philadelphia, Pennsylvania, Us
    View
  • Lincoln Financial Securities
    Trade Service Representative
    Lincoln Financial Securities Jun 2012 - Jan 2013
    Philadelphia, Pennsylvania, Us
    View
  • Lincoln Financial Securities
    Investment Services Representative
    Lincoln Financial Securities Sep 2011 - Jun 2012
    Philadelphia, Pennsylvania, Us
    View
  • Lincoln Financial Group
    Life Customer Service Professional
    Lincoln Financial Group Aug 2010 - Sep 2011
    Radnor, Pa, Us
    View

Kevin Walsh, Crpc®, Cpfa® Skills

Series 7 Series 24 Series 4 Series 63 Project Management Technical Writing Life Insurance Insurance Investments Mutual Funds Financial Services Operational Risk Management Microsoft Office Suite Team Management Employee Training Customer Service Management Series 65 Series 6 Relationship Management

Kevin Walsh, Crpc®, Cpfa® Education Details

  • Bridgewater State University
    Bridgewater State University
    Aviation Management
  • John Stark Regional High School
    John Stark Regional High School

Frequently Asked Questions about Kevin Walsh, Crpc®, Cpfa®

What company does Kevin Walsh, Crpc®, Cpfa® work for?

Kevin Walsh, Crpc®, Cpfa® works for Ensemble Financial Strategies

What is Kevin Walsh, Crpc®, Cpfa®'s role at the current company?

Kevin Walsh, Crpc®, Cpfa®'s current role is Financial Advisor and OSJ Principal.

What is Kevin Walsh, Crpc®, Cpfa®'s email address?

Kevin Walsh, Crpc®, Cpfa®'s email address is kw****@****ial.com

What is Kevin Walsh, Crpc®, Cpfa®'s direct phone number?

Kevin Walsh, Crpc®, Cpfa®'s direct phone number is +160323*****

What schools did Kevin Walsh, Crpc®, Cpfa® attend?

Kevin Walsh, Crpc®, Cpfa® attended Bridgewater State University, John Stark Regional High School.

What skills is Kevin Walsh, Crpc®, Cpfa® known for?

Kevin Walsh, Crpc®, Cpfa® has skills like Series 7, Series 24, Series 4, Series 63, Project Management, Technical Writing, Life Insurance, Insurance, Investments, Mutual Funds, Financial Services, Operational Risk Management.

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