Patrick Wallace, financial advisor Addison TX

Patrick Wallace

CRD Number: 5262246
Current Firm: Kestra Advisory Services, LLC

Patrick Wallace (CRD# 5262246) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Addison, TX and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Kestra Investment Services, LLC Addison, TX Feb 2019 - Current 2
Kestra Advisory Services, LLC Addison, TX Feb 2019 - Current 2
Penn Mutual Life Ins Co Dallas, TX Dec 2006 - Current 15
Hornor Townsend And Kent, Inc. Dallas, TX Dec 2006 - Feb 2019 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2007
Contact Info for Patrick K. Wallace
Phone Number: 8445537872
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    34,791
    MILLIONS
  • Total Number of Accounts
    110,060
    ACCOUNTS
  • Average Account Value
    $316,110
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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