R

Rick Walsh's
email & phone

Opt-Out

Current Position:

Qualified Plan Retirement Specialist at LPL Financial

Experience:

30 years

Location:

Pittsford, New York

How to contact Rick Walsh

Last updated:2025-01-10
emailw****k@lpl.com
phone+1-***-***-5466
google+
youtube
twitter

Analytics

According to LinkedIn Rick Walsh started working on 1995, then the employee has changed 5 companies and 6 jobs. On average, Rick Walsh works for one company for 4 years 9 months. Rick Walsh has been working as a Qualified Plan Retirement Specialist for LPL Financial for 1553 days. If you are interested in this candidate, contact him directly by using contact details provided by SignalHire.

Work Experience

Qualified Plan Retirement Specialist at LPL Financial

Jun 2021 - Current

Retired at Retired from Paychex

Jun 2020 - May 2021

Internal Retirement Plan Wholesaler - Paychex Retirement Services at Paychex

Aug 2016 - Jun 2020

Retirement Services Client Relationship Account Manager - Paychex Retirement Services at Paychex

Feb 2015 - Jun 2020

Wealth Management Advisor at TIAA

Sep 2013 - Jan 2015

Major Accounts Retirement Services District Manager at ADP

Mar 2009 - Sep 2013

Retirement Plan Consultant at Merrill Lynch

Dec 1995 - Feb 2009

Education

Certification at John Hopkins University Bloomberg School of Public Health

St. John Fisher College

McQuaid Jesuit High School

Current Company Information LPL Financial

Name: LPL Financial

Speciality: Independent Broker/Dealer, Institution Services, RIA, Independent Advisors, Custom Clearing Services, Financial Services

Location: San Diego, CA, United States

Employees: 5000-10000

Description: LPL Financial is the largest organization of independent financial advisors in the United States. LPL Financial was formed in 1989 through the merger of two brokerage firms: Linsco...

Frequently Asked Questions

How long has Rick Walsh been working as a Qualified Plan Retirement Specialist?

Rick Walsh's total experience in various companies as a Qualified Plan Retirement Specialist 4 years 3 months.

What is Rick Walsh's minimum period of employment in the companies?

Rick Walsh's minimum period of employment in various companies is 11 months.

What is Rick Walsh's average duration of employment for different companies?

On average, Rick Walsh works for one company for 4 years 10 months

What industries has Rick Walsh worked in?

Rick Walsh works in the Financial Services. Previously, Rick Walsh worked in the Human Resources.

What positions has Rick Walsh held before?

Previously, Rick Walsh worked as a Retired, and Internal Retirement Plan Wholesaler - Paychex Retirement Services, and Retirement Services Client Relationship Account Manager - Paychex Retirement Services, and Wealth Management Advisor, and Major Accounts Retirement Services District Manager.

How do I contact Rick Walsh?

Rick Walsh's email address is w****k@lpl.com, phone number is +1-***-***-5466. Sign up to get contact details.

Who is the President & CEO of the LPL Financial?

The President & CEO of the LPL Financial is Dan Arnold
Not the Rick Walsh you were looking for?

Find email for 850M+ professionals

Rick Walsh Namesakes

Name
Company
Position
R
Senior Accounting Analyst
R
Ceramic Matrix Composites Component Production Manager
R
Global Design Automation Lead - Electronics
R
Regional Sales Manager

Other employees at LPL Financial

Name
Company
Position
L
Senior Vice President - Strategic Business Development
K
Admin Solutions Strategic Wealth
T
SVP, Advisor Experience, Head of Account Mgt, Legal, Risk and Compliance Technology
A
VP Finance Systems Solutions
BACK TO TOP