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Kervin W

Series 63, Series 65

Corpus Christi, TX

Equitable Advisors

Kervin Walsh is a financial advisor with Equitable Advisors in Corpus Christi, TX. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. Walsh has been with Equitable Advisors since 1999 and was previously affiliated with AXA Advisors, LLC. His other business activities include working with various health and insurance companies and facilitating referrals for trust administration services. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a network of Investment Adviser Representatives and emphasizes matching clients to various advisory models implemented by third-party managers and affiliated programs.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance Founder/Business Owner Retired Executive Approaching retirement Sandwich Generation
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