Christopher
Wallace
Professional Planning Group
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About this Advisor
Christopher Wallace is a financial advisor based in Westerly, Rhode Island, working with Professional Planning Group. Christopher has previously held positions at New England Professional Planning Group, Raymond James Financial Services, Inc, and Professional Planning Group. Christopher has passed the Series 63 regulatory exam and is registered to provide services in Rhode Island and Texas. Currently, Christopher is part of Professional Planning Group, which operates out of Westerly, Rhode Island. The firm has 1 office and 17 employees. The firm manages assets totaling $1.1 billion and 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, selection of other advisers, and educational seminars. The fee structure at Professional Planning Group includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Professional Planning Group Brokerage Details
$1,055,252,906
17
2,350
$449,044
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Christopher Wallace Work History
New England Professional Planning Group
Raymond James Financial Services, Inc
Professional Planning Group
Disclosures
Please visit the SEC profile of Christopher 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 Professional Planning Group
Westerly, RI
Westerly, RI
Westerly, RI
Westerly, RI
Westerly, RI
Westerly, RI
Westerly, RI
Jupiter Inlet Colony, FL
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
