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Detailed Report
RYAN WILLIAM WALSH
CRD#: 6118984
IA
Investment Adviser
ROBERTS WEALTH ADVISORS, LLCCRD#: 308827 1245 Deer Valley Drive
Suite 3A
Park City, UT 84060
Registration History
2014201520162017201820192020202120222023202420252026IAROBERTS WEALTH ADVISORS, LLC (CRD# 308827)2021 - Present (3 years)IANORTHWEST ASSET MANAGEMENT (CRD# 147923)2014 - 2021 (6 years)
License(s)

State Registrations

IA
Utah 3/9/2023
IA
Washington 7/23/2021
Current Registration(s)
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ROBERTS WEALTH ADVISORS, LLC (CRD#:308827)
1245 Deer Valley Drive Suite 3A, Park City, UT 84060
Registered with this firm since 7/23/2021
Previous Registration(s)
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IA
 08/19/2014 - 07/22/2021 NORTHWEST ASSET MANAGEMENT (CRD#:147923) MERCER ISLAND, WA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.