About this Advisor
William Wallace is a financial advisor whose office is in Madison, Alabama. Currently an advisor with Edward Jones, Wallace has 15 years of work experience. Wallace maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative. Wallace is registered to work with investors in Alabama and Texas. Throughout their career, Wallace has worked at Edward Jones and United States Marine Corps. Edward Jones is based out of Madison, Alabama, and has 14,439 other brick-and-mortar locations across the country. Overall, Edward Jones oversees $423 billion in assets covering 3,336,586 client accounts and employs more than 25,919 people. The amount of assets the firm manages makes it one of the biggest financial advisory firms in the United States. The firm manages 1,067,474 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 10% of the advisory firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. Edward Jones provides portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm may charge clients asset-based and other fees.
Certifications and Registrations
Years of Experience
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Edward Jones Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
William Wallace Work History
William has 15 years of experience.
United States Marine Corps
William Wallace has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Edward Jones