Paul
Wallin

Spc

CRD#7052820
Investment Advisor
in San Antonio, TX

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About this Advisor

Paul Wallin is a financial advisor who works in San Antonio, Texas, with 10 years in the industry. Wallin is an employee of Spc. During their career, Wallin has held roles at Edward Jones, Lego Store, C3 Solutions, Holiday Inn And Express San Antonio International Airport, Piatti, Commonwealth, Young Life Youth Ministries, West Wallin and Pottery Barn (William Sonoma). Wallin has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in California and Texas. Spc is a firm operating out of San Antonio, Texas. The company has offices in 453 locations and a total of 628 advisors. It manages $7 billion in assets under management between its 36,841 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 22 charities and foundations. Of its 36,841 accounts, just 6% are held by high-net-worth clients who have more than $1 million in assets. Spc performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial management vary depending on which services the firm provides the client. However, fees billed by Spc can include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

19230 Stone Oak Parkway
San Antonio, TX 78258

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Spc Brokerage Details

Total Assets Under Management

$6,859,365,285

TX Average: $943,424,332
Total Number of Employees

628

TX Average: 21
Total Number of Accounts

36,841

TX Average: 1,586
Average Account Size

$186,188

TX Average: $594,845

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Paul Wallin Work History

Paul has 10 years of experience.

2018 - 2021 (3 years)

Edward Jones

2018 - 2018 (< 1 year)

Pottery Barn (William Sonoma)

2016 - 2016 (< 1 year)

Commonwealth

2016 - 2017 (1 year)

Young Life Youth Ministries

2016 - 2018 (2 years)

West Wallin

2015 - 2015 (< 1 year)

Holiday Inn And Express San Antonio International Airport

2015 - 2016 (1 year)

Piatti

2014 - 2014 (< 1 year)

C3 Solutions

2012 - 2012 (< 1 year)

Lego Store

Disclosures

Paul Wallin has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Spc

Johnny Morrison
Ann Arbor, MI
Patrick Shope
Ann Arbor, MI
Tamara Glenn
Ann Arbor, MI
Clinton Potts
Ann Arbor, MI
Zachary Clark
Tecumseh, MI
Brett Blair
Wylie, TX
John O'Donnell
Lisle, IL
Charles Milliken
Ann Arbor, MI

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

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