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David Richard Wallace

Captrust

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About David Richard Wallace

David Wallace is a financial advisor with Captrust, a firm headquartered in Raleigh, North Carolina. David has been a financial advisor for over 10 years, and has a strong background in portfolio management for both individuals and businesses. David is also a Chartered Financial Analyst. David is registered to provide investment advisory services in Texas. David is a member of the Board of Pension Trustees at University Health System and is also a board member and secretary for Medina Ranch, Inc.

Firm Information

David Wallace is currently registered with Captrust. Captrust is an investment advisor with offices in Raleigh, NC. It has 718 investment adviser representatives and manages over $852 billion in client assets, primarily for high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses. Captrust provides a wide range of financial planning and portfolio management services, including publication of periodicals, selection of other advisers, and portfolio management for businesses, individuals, and pooled investment vehicles.
Captrust

4208 SIX FORKS RD

RALEIGH, NC 27609

$852.17B

Assets Under Management

Not reported

Total Clients

700

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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David Wallace’s Registration & Firm History

TX

10/11/2021 - Present

Captrust (San Antonio TX)

TX

08/03/2011 - 04/21/2017

LPL FINANCIAL LLC (SAN ANTONIO TX)

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Licenses & Designations

BOTH

Issued 08/24/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/21/2017

SIE - Securities Industry Essentials Examination

BC

Issued 08/02/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Richard Wallace.
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