Jeremy WallaceCRD Number: 3040496
Current Firm: Wallace Hart Capital Management
Jeremy Wallace (CRD# 3040496) is an Investment Advisor Representative working at Wallace Hart Capital Management in Lexington, KY and has over 16 years of experience in the finance industry.
Pierce Financial Planning, Inc.
Investment Professionals, Inc.
Context Financial LLC
|Wallace Hart Capital Management||Lexington, KY||Feb 2017 - Current||1|
|Ubs Financial Services Inc.||Lexington, KY||Jul 2013 - Feb 2017||3|
|Ubs Financial Services Inc.||Lexington, KY||Nov 2008 - Jul 2013||4|
|Merrill Lynch, Pierce, Fenner & Smith, Inc.||Lexington, KY||Aug 1999 - Nov 2008||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2001|
Total Assets Under Management128MILLIONS
Total Number of Accounts477ACCOUNTS
Average Account Value$268,344
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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