Wade
Wallace
Regency Investment Advisors Inc
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About this Advisor
Wade Wallace is a financial advisor based in Fresno, California, working with Regency Investment Advisors Inc. Wade has previously held positions at Regency Investment Advisors Inc, Fresno State University, Meathead Movers, and Dragonfly Golf Course. Wade has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Wade is part of Regency Investment Advisors Inc, which operates out of Fresno, California. The firm has 14 employees and manages assets totaling $877.3 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and educational seminars. The fee structure at Regency Investment Advisors Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Regency Investment Advisors Inc Brokerage Details
$877,331,864
14
1,752
$500,760
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
Wade Wallace Work History
Regency Investment Advisors Inc
Meathead Movers
Fresno State University
Dragonfly Golf Course
Disclosures
Please visit the SEC profile of Wade 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 Regency Investment Advisors Inc
Fresno, CA
Fresno, CA
Fresno, CA
Fresno, CA
Fresno, CA
Fresno, CA
Fresno, CA
Fresno, CA
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