Joseph WallaceCRD Number: 6137314
Current Firm: Wallace Advisory Group, LLC
Joseph Wallace (CRD# 6137314) is an Investment Advisor Representative working at Wallace Advisory Group, LLC in Lafayette, CA and has over 3 years of experience in the finance industry.
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
Polaris Greystone Financial Group, LLC
|Wallace Advisory Group, LLC||Lafayette, CA||Oct 2015 - Current||1|
|M Holdings Securities, Inc.||Portland, OR||Sep 2015 - Current||1|
|Wallace Financial & Insurance Solutions||Lafayette, CA||Sep 2013 - Current||3|
|Eagle Strategies LLC||Lafayette, CA||May 2013 - Sep 2015||2|
|Nylife Securities LLC||San Ramon, CA||Dec 2012 - Sep 2015||2|
|New York Life Insurance Company||San Ramon, CA||Nov 2012 - Sep 2015||2|
|William Wallace Clu/chfc||Lafayette, CA||Jul 2012 - Dec 2012||< 1|
|Uc Santa Barbara||Santa Barbara, CA||Sep 2010 - Aug 2012||1|
|College Of San Mateo||San Mateo, CA||Aug 2009 - Aug 2010||1|
|Unemployed||Lafayette, CA||Mar 2009 - Jul 2009||< 1|
|Univ Of Nevada Reno||Reno, NV||Jul 2007 - Feb 2009||1|
|Acalanes High School||Lafayette, CA||Jan 2002 - Jun 2007||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2013|
Total Assets Under Management100MILLIONS
Total Number of Accounts205ACCOUNTS
Average Account Value$489,328
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
CA, HI, TX
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