professional profile
William B Walsh, CFP
Overview
William B Walsh is an insurance agent and an investment adviser representative based in South Burlington, VT, with 28 years in the industry.
- Years in the industry
- 28
- States licensed
- 12
- States registered
- 2
- Carrier appointments
- 5
Contact
2 business emails and 2 phone numbers on file
Registrations and licenses
- Licensed in 12 states
- Registered in 2 states
5 lines of authority, with every state and its dates
Firms
- Quantum Leap Capital, LLCCurrent firm
- Quantum Leap CapitalCurrent firm
Employment history since 1999
Carriers
5 active carrier appointments
Book and practice
Firm assets under management on file
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