Angela
Wallace
Avantax Advisory Services
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About this Advisor
Angela Wallace is a financial advisor who works out of Lancaster, South Carolina who has 2 years of industry experience. Wallace is on the advisory team at Avantax Advisory Services. Over the course of their career, they have held roles at Founders Federal Credit Union, Mungo And Son Tax And Financial Services, Avantax Investment Services, Inc, Hess Financial Planning Inc and Hess Tax And Accounting Group LLC. Wallace has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in South Carolina. Avantax Advisory Services is a business that has its headquarters in Coppell, TX. The firm has offices in 1,514 locations and a total of 2,433 employees. It handles $31 billion in assets among its 123,393 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. Of its 123,393 client accounts, just 6% are held by high-net-worth investors who have at least $1 million in investable assets. Avantax Advisory Services provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial management fees largely are based on which service is offered. However, fees charged by Avantax Advisory Services likely include asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$30,968,246,116
2,433
123,393
$250,972
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
- Educational seminars/workshops
- Other
Angela Wallace Work History
Angela has been registered as a financial advisor for 2 years.*
Hess Financial Planning Inc
Hess Tax And Accounting Group LLC
Avantax Investment Services, Inc
Mungo And Son Tax And Financial Services
Founders Federal Credit Union
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Angela 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 Avantax Advisory Services
Ann Arbor, MI
Irving, TX
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Lansdale, PA
Gadsden, AL
Dallas, TX
Irving, TX
The content in this profile was updated by SmartAsset on 4/16/2023. 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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