Robert
Wallace
Steward Partners Investment Advisory, LLC
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About this Advisor
Robert Wallace is a financial advisor based in Easley, South Carolina, working with Steward Partners Investment Advisory, LLC. Robert has previously held positions at Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc, Freedom Street Partners, Steward Partners Global Advisory, LLC, Steward Partners Investment Solutions, LLC, Steward Partners Investment Advisory, LLC, and Edward Jones. Robert has passed the Series 66 regulatory exam and is registered to provide services in South Carolina. Currently, Robert is part of Steward Partners Investment Advisory, LLC, which operates out of Easley, South Carolina. The firm has 45 offices and 499 employees. The firm manages assets totaling $15.4 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, pension consulting services, selection of other advisers, and other services. The fee structure at Steward Partners Investment Advisory, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Steward Partners Investment Advisory, LLC Brokerage Details
$15,388,456,057
499
30,287
$508,088
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Robert Wallace Work History
Steward Partners Global Advisory, LLC
Steward Partners Investment Solutions, LLC
Steward Partners Investment Advisory, LLC
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors, Inc
Freedom Street Partners
Edward Jones
Disclosures
Please visit the SEC profile of Robert 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 Steward Partners Investment Advisory, LLC
New York, NY
Clearwater, FL
New York, NY
Nolensville, TN
New York, NY
Mobile, AL
Clearwater, FL
Andover, MA
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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