William Wallace, financial advisor Ashburn VA

William Wallace

CRD Number: 2317548
Current Firm: Primerica Advisors

William Wallace (CRD# 2317548) is an Investment Advisor Representative working at Primerica Advisors in Ashburn, VA and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Pfs Investments Inc. Ashburn, VA Dec 1992 - Current 31
Primerica Financial Services Ashburn, VA Jun 1992 - Current 31
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1993
S65 NASAA Investment Advisors Law Examination May 2011
Contact Info for William E. Wallace
Phone Number: 833-786-0550
Firm Website: http://www.primerica.com
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    7,088
    MILLIONS
  • Total Number of Accounts
    56,552
    ACCOUNTS
  • Average Account Value
    $125,337
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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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