Callen Wallace (CRD# 7023032) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Dallas, TX and has over 5 years of experience in the finance industry.
CRD# 6678578
J.p. Morgan Securities LLC
CRD# 4722177
Stifel, Nicolaus & Company, Incorporated
CRD# 4659582
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Ubs Financial Services Inc. | Dallas, TX | Oct 2018 - Current | 6 |
Burson-marsteller | Memphis, TN | Aug 2017 - Sep 2018 | 1 |
University Of Mississippi | Oxford, MS | Aug 2013 - May 2017 | 3 |
Camp Ozark | Mt. Ida, AR | May 2016 - Aug 2016 | < 1 |
Cicada | Oxford, MS | Jan 2015 - Sep 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2019 |
- TN
- TX
-
Total Assets Under Management702,387MILLIONS
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Total Number of Accounts1,093,486ACCOUNTS
-
Average Account Value$642,338
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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