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Christopher Gilman Wallace

Professional Planning Group

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About Christopher Gilman Wallace

Christopher Gilman Wallace is an Investment Advisor Representative at Professional Planning Group. Christopher has been in the industry since 1998 and is licensed in 40 states. Christopher's firm specializes in providing investment advice to individuals, families, and charitable organizations. They also offer financial planning, portfolio management, and educational seminars. The firm has over $1 billion in assets under management.

Firm Information

Christopher Wallace is currently registered with Professional Planning Group. Professional Planning Group, headquartered in Westerly, Rhode Island, is an investment advisory firm providing comprehensive financial planning and portfolio management services to individuals, families, and charitable organizations. The firm has over $1 billion in assets under management and a team of experienced financial advisors dedicated to helping clients achieve their financial goals.
Professional Planning Group

9 GRANITE STREET

WESTERLY, RI 02891

$1.06B

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christopher Wallace’s Registration & Firm History

RI

05/11/2012 - Present

Professional Planning Group (WESTERLY RI)

ME

11/16/1993 - 06/26/1997

FUNDS DISTRIBUTOR, INC. (PORTLAND ME)

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Licenses & Designations

BC

Issued 07/22/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/17/2016

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/12/1996

Series 7 - General Securities Representative Examination

BC

Issued 11/15/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher Gilman Wallace.
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