Patrick WallaceCRD 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.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|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|
Total Assets Under Management34,791MILLIONS
Total Number of Accounts110,060ACCOUNTS
Average Account Value$316,110
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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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