Andrew Wallace, financial advisor Sevierville TN

Andrew Wallace

CRD Number: 4367954
Current Firm: Silver Oak Securities, Inc.

Andrew Wallace (CRD# 4367954) is an Investment Advisor Representative working at Silver Oak Securities, Inc. in Sevierville, TN and has over 22 years of experience in the finance industry. Andrew 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
Comprehensive Financial Strategies, LLC Sevierville, TN Feb 2020 - Current 4
Silver Oak Securities Inc. Jackson, TN Jan 2020 - Current 4
Silver Oak Securities, Inc. Knoxville, TN Sep 2008 - Current 15
Advisor For Life, Inc. Seymour, TN Jun 2002 - Feb 2020 17
Cosey Financial Services, Inc. Knoxville, TN Jan 2007 - Jan 2020 13
Continuing Education Provider Knoxville, TN Sep 2006 - Jan 2020 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2001
Contact Info for Andrew R. Wallace
Phone Number: 731-668-3825
Registered State(s):
  • TN
  • TX
By the Numbers
  • Total Assets Under Management
    1,092
    MILLIONS
  • Total Number of Accounts
    10,178
    ACCOUNTS
  • Average Account Value
    $107,319
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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