Callen Wallace, financial advisor Dallas TX

Callen Wallace

CRD Number: 7023032
Current Firm: Ubs Financial Services Inc.

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.

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Company Name Location Dates Years
Ubs Financial Services Inc. Dallas, TX Oct 2018 - Current 5
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
Camp Ozark Mt. Ida, AR May 2014 - Aug 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2019
Contact Info for Callen E. Wallace
Phone Number: 201-352-3000
Registered State(s):
  • TN
  • TX
By the Numbers
  • Total Assets Under Management
    702,387
    MILLIONS
  • Total Number of Accounts
    1,093,486
    ACCOUNTS
  • Average Account Value
    $642,338
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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