Madison Wallace, financial advisor Weatherford TX

Madison Wallace

CRD Number: 6802558
Current Firm: Bentoak Capital

Madison Wallace (CRD# 6802558) is an Investment Advisor Representative working at Bentoak Capital in Weatherford, TX and has 1 year of experience in the finance industry. Madison Wallace has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Bentoak Capital Fort Worth, TX Jan 2020 - Current < 1
Garrett Wealth Advisory Group Fort Worth, TX Nov 2019 - Current 1
Lpl Financial, LLC Fort Worth, TX Aug 2019 - Current 1
Snow Garrett Wealth Management Fort Worth, TX Apr 2018 - Jan 2020 1
Lpl Financial LLC Ft. Worth, TX May 2017 - Aug 2019 2
Lpl Financial/snow Garrett Wealth Management Fort Worth, TX May 2019 - Jun 2019 < 1
Snow Garrett Wealth Management Lubbock, TX Jan 2018 - Apr 2018 < 1
Texas Tech University Lubbock, TX Jun 2014 - Dec 2017 3
Snow Garrett Wealth Management Weatherford, TX May 2017 - Aug 2017 < 1
Bowie High School Bowie, TX May 2010 - May 2014 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2019
Contact Info for Madison J. Wallace
Phone Number: 817-550-6750
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    321
    MILLIONS
  • Total Number of Accounts
    953
    ACCOUNTS
  • Average Account Value
    $337,349
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

LA, TX

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