Dusty
Wallace
Strata Wealth Advisors, LLC
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About this Advisor
Dusty Wallace is a certified financial planner operating out of Dallas, Texas who has 2 years of relevant experience. Wallace is currently employed by Strata Wealth Advisors, LLC. The advisor has gained experience at Lee Financial Company, Strata Wealth Advisors, LLC and True North Advisors LLC. Wallace maintains a Series 65 license, which qualifies them as an investment advisor representative, and is able to operate in Texas. Strata Wealth Advisors, LLC is a business based out of Dallas, TX. It manages $576 million in total assets between its 1,012 customer accounts, making it one of the larger firms in the country by assets under management. Of its 1,012 accounts, 58% belong to high-net-worth individuals who have greater than $1 million in investable assets. The firm has a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fees largely vary depending on which services the firm provides the client. Fees billed by Strata Wealth Advisors, LLC can be comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Strata Wealth Advisors, LLC Brokerage Details
$576,174,194
10
1,012
$569,342
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Dusty Wallace Work History
Dusty has been registered as a financial advisor for 2 years.*
Strata Wealth Advisors, LLC
True North Advisors LLC
Lee Financial Company
*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 Dusty 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 Strata Wealth Advisors, LLC
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, 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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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.
