David Wallace, financial advisor Prattville AL

David Wallace

CRD Number: 2279281
Current Firm: Primerica Advisors

David Wallace (CRD# 2279281) is an Investment Advisor Representative working at Primerica Advisors in Prattville, AL and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Pfs Investments Inc. Prattville, AL Aug 1992 - Current 28
Primerica Financial Services Prattville, AL Apr 1992 - Current 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1992
S65 NASAA Investment Advisors Law Examination Mar 2016
Contact Info for David W. Wallace
By the Numbers
  • Total Assets Under Management
    4,076
    MILLIONS
  • Total Number of Accounts
    34,469
    ACCOUNTS
  • Average Account Value
    $118,260
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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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