Joseph
Wallace
Wallace Advisory Group, LLC
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About this Advisor
Joseph Wallace is a financial advisor based in Lafayette, California, working with Wallace Advisory Group, LLC. Joseph has previously held positions at Nylife Securities LLC, New York Life Insurance Company, Eagle Strategies LLC, Wallace Financial & Insurance Solutions, M Holdings Securities, Inc, and Wallace Advisory Group, LLC. Joseph has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Joseph is part of Wallace Advisory Group, LLC, which operates out of Lafayette, California. The firm has 2 employees and manages assets totaling $225.0 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Wallace Advisory Group, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wallace Advisory Group, LLC Brokerage Details
$225,000,000
2
140
$1,607,143
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Joseph Wallace Work History
M Holdings Securities, Inc
Wallace Advisory Group, LLC
Wallace Financial & Insurance Solutions
Eagle Strategies LLC
Wallace Financial & Insurance Solutions
Nylife Securities LLC
New York Life Insurance Company
Disclosures
Please visit the SEC profile of Joseph 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 Wallace Advisory Group, LLC
Lafayette, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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