Louise Wallace (CRD# 1904349) is an Investment Advisor Representative working at Oneseven in Coral Springs, FL and has over 32 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mgo One Seven Llc D/b/a Everglades Parkland Advisors LLC | Coral Springs, FL | Jun 2018 - Current | 5 |
| Fortune Financial Services, Inc. | Monaca, PA | Feb 2020 - Dec 2021 | 1 |
| International Assets Advisory, LLC | Coral Springs, FL | Jan 2017 - Jan 2020 | 3 |
| International Assets Investment Management, LLC | Orlando, FL | Jul 2017 - Jun 2018 | < 1 |
| Hayden Royal LLC | Charlotte, NC | Jan 2017 - Jun 2018 | 1 |
| Wells Fargo Advisors Financial Network, LLC | Coral Springs, FL | Oct 2013 - Jan 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1991 |
- FL
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Total Assets Under Management2,571MILLIONS
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Total Number of Accounts9,416ACCOUNTS
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Average Account Value$273,065
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, KY, LA, MA, MD, MI, MN, NC, NE, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WV
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