Jeffrey
Wallace
Lockton Investment Advisors, LLC
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About this Advisor
Jeffrey Wallace is a financial advisor based in La Jolla, California, working with Lockton Investment Advisors, LLC. Jeffrey has previously held positions at Bmo Harris Financial Advisors, Inc, Bmo Investment Distributors, LLC, Oneamerica Retirement Services, Oneamerica Securities, Lockton Companies, LLC, Lockton Financial Advisors, LLC, and Lockton Investment Advisors. Jeffrey has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Jeffrey is part of Lockton Investment Advisors, LLC, which operates out of La Jolla, California. The firm has 29 employees and offers various services. The fee structure at Lockton Investment Advisors, LLC includes other fees.
Certifications and Registrations
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Lockton Investment Advisors, LLC Brokerage Details
29
Investment Advisory Services
- Other
Jeffrey Wallace Work History
Lockton Companies, LLC
Lockton Financial Advisors, LLC
Lockton Investment Advisors
Oneamerica Retirement Services
Oneamerica Securities
Bmo Investment Distributors, LLC
Bmo Harris Financial Advisors, Inc
Disclosures
Please visit the SEC profile of Jeffrey Wallace to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lockton Investment Advisors, LLC
Kansas City, MO
Washington, DC
Kansas City, MO
Dallas, TX
Kansas City, MO
Minneapolis, MN
La Jolla, CA
Dallas, TX
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