Jerry Wallace (CRD# 1156698) is an Investment Advisor Representative working at Cornerstone Advisory in Waco, TX and has over 40 years of experience in the finance industry.
CRD# 7060484
Lpl Financial LLC
CRD# 1366957
Lpl Financial LLC
CRD# 2137572
Academy Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Park Avenue Securities | Monre , LA | Sep 2001 - Current | 22 |
| Guardian Life Insurance Company Of America | Monroe, LA | Mar 2001 - Current | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1983 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- LA
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Total Assets Under Management14MILLIONS
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Total Number of Accounts228ACCOUNTS
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Average Account Value$63,233
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
LA, TX
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