Harrison Wallace (CRD# 7215932) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Moline, IL and has over 4 years of experience in the finance industry.
CRD# 5419183
Ameriprise Financial Services, LLC
CRD# 4397919
Ubs Financial Services Inc.
CRD# 4230601
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Belpointe Asset Management, LLC | Reno, NV | Aug 2021 - Current | 2 |
| A&w Investment LLC | Davenport, IA | Dec 2018 - Current | 5 |
| Crunchboard Io LLC | Davenport, IA | Mar 2018 - Jul 2021 | 3 |
| Beyer & Rock Advisory Group, LLC | Davenport, IA | Jan 2020 - Jun 2020 | < 1 |
| Redbrook Management LLC | Davenport, IA | May 2016 - Jan 2020 | 3 |
| Peakridge Partners LLC | Davenport, IA | May 2015 - Feb 2018 | 2 |
| Wallace & Associates | Moline, IL | Oct 2012 - May 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2019 |
- IL
-
Total Assets Under Management4,300MILLIONS
-
Total Number of Accounts22,446ACCOUNTS
-
Average Account Value$191,571
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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