Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you April? Claim Your ProfileApril D. Wallace is a financial advisor with Arbor Point Advisors, located in AUBURN, Alabama. April has been working in the financial services industry since August 18, 2000, and has a broad range of experience in providing investment advice to individuals, corporations, and charitable organizations. April's expertise includes financial planning, portfolio management, and retirement planning. She is also a registered representative with Securities America, Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
AL
10/02/2019 - Present
Arbor Point Advisors (AUBURN AL)
AL
10/02/2019 - 06/14/2024
SECURITIES AMERICA, INC. (AUBURN AL)
AL
09/20/2019 - 10/23/2019
CETERA ADVISOR NETWORKS LLC (AUBURN AL)
AL
09/15/2015 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (AUBURN AL)
AL
12/20/2013 - 09/29/2015
J.P. TURNER & COMPANY, L.L.C. (AUBURN AL)
AL
02/13/2013 - 12/24/2013
RAYMOND JAMES & ASSOCIATES, INC. (TUSCALOOSA AL)
AL
05/05/2009 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (TUSCALOOSA AL)
AL
05/02/2008 - 05/12/2009
MORGAN STANLEY & CO. INCORPORATED (TUSCALOOSA AL)
AL
05/13/2005 - 05/05/2008
MORGAN KEEGAN & COMPANY, INC. (TUSCALOOSA AL)
NJ
08/14/2000 - 03/14/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
06/21/2000 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
BOTH
Issued 05/25/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure April Wallace is the right advisor for you? Invested Better is here to help.
