Paul Wallace, financial advisor Baltimore MD
90 score

Paul Wallace

CRD Number: 4569189
Current Firm: Ggm Wealth Advisors

Paul Wallace (CRD# 4569189) is an Investment Advisor Representative working at Ggm Wealth Advisors in Baltimore, MD and has 1 year of experience in the finance industry. Paul Wallace has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Gross, Mendelsohn & Assocs., Pa Baltimore, MD Dec 2000 - Current 16

Paul Wallace has no recent exams reported.
Contact Info for Paul O. Wallace
Phone Number: 410-685-9685
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    235
    MILLIONS
  • Total Number of Accounts
    426
    ACCOUNTS
  • Average Account Value
    $552,071
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

DE, FL, MD, TX

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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