Glaister Welsh (CRD# 6765217) is an Investment Advisor Representative working at Calabash Asset Management, LLC in North Potomac Md, MD and has over 7 years of experience in the finance industry.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Calabash Asset Management, LLC | North Potomac, MD | Sep 2016 - Current | 7 |
| Kaiser Permanente | Rockville, MD | Apr 2015 - Current | 9 |
| Berkshire Hathaway | Chevy Chase, MD | Mar 2007 - Apr 2015 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2016 |
- MD
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts13ACCOUNTS
-
Average Account Value$11,192
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
MD
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