Madison WallaceCRD 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.
Wells Fargo Clearing Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
First Command Advisory Services
|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|
Total Assets Under Management321MILLIONS
Total Number of Accounts953ACCOUNTS
Average Account Value$337,349
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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