Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dusty? Claim Your ProfileDusty Dawn Wallace is a financial advisor with Strata Wealth Advisors, LLC, registered with the state of Texas. Dusty has been in the industry since May 2004. Dusty is a Certified Financial Planner™ professional and holds the Series 65 license. Dusty has prior experience with Lee Financial Company and True North Advisors LLC, all located in Dallas, TX.
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.
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
TX
08/18/2021 - Present
Strata Wealth Advisors, LLC (DALLAS TX)
IA
Issued 12/28/2004
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Dusty Wallace is the right advisor for you? Invested Better is here to help.
