Dennis Wallace, financial advisor West Chester PA

Dennis Wallace

CRD Number: 1105336
Current Firm: Private Advisor Group, LLC

Dennis Wallace (CRD# 1105336) is an Investment Advisor Representative working at Private Advisor Group, LLC in West Chester, PA and has over 37 years of experience in the finance industry.

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Company Name Location Dates Years
Private Advisor Group, LLC Malvern, PA Aug 2012 - Current 11
Lpl Financial LLC Malvern, PA Feb 2006 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1987
S65 NASAA Investment Advisors Law Examination Jul 1998
Contact Info for Dennis M. Wallace
Phone Number: 973-538-7010
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    31,536
    MILLIONS
  • Total Number of Accounts
    122,156
    ACCOUNTS
  • Average Account Value
    $258,160
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • 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
  • Educational seminars/workshops
  • Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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