Krista
Wallace
Soundview Advisors
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About this Advisor
Krista Wallace is a financial advisor based in Olympia, Washington, working with Soundview Advisors. Krista has previously held positions at Soundview Advisors and Zeiders Enterprises. Krista is registered to provide services in Washington. Currently, Krista is part of Soundview Advisors, which operates out of Olympia, Washington. The firm has 1 office and 11 employees. The firm manages assets totaling $345.1 million 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, and selection of other advisers. The fee structure at Soundview Advisors includes asset-based fees.
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Soundview Advisors Brokerage Details
$345,118,545
11
1,058
$326,199
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Krista Wallace Work History
Soundview Advisors
Zeiders Enterprises
Disclosures
Please visit the SEC profile of Krista 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 Soundview Advisors
Olympia, WA
Olympia, WA
Olympia, WA
Olympia, WA
Olympia, WA
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