JAMES MATTHEW WALSH is an investment adviser representative (IAR) with state registration records since 2003, appearing at 2 firms. Currently registered with COLDSTREAM WEALTH MANAGEMENT.
| Firm | From | To | Current |
|---|---|---|---|
| COLDSTREAM WEALTH MANAGEMENT | 2006-10-09 | present | Yes |
| LPL FINANCIAL LLC | 2003-01-30 | 2003-03-15 | — |