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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Wallace is a financial advisor who has been in the industry for over 20 years. Patrick Wallace is currently registered with Cambridge Investment Research Advisors, Inc. in Fort Worth, TX. Patrick Wallace has experience with several different financial firms including, Geneos Wealth Management, Inc., LPL Financial Corporation and Morgan Stanley DW Inc. Patrick Wallace specializes in financial planning, portfolio management and retirement planning. Patrick Wallace holds a Certified Financial Planner designation. Patrick Wallace also holds licenses for Series 7, Series 31, Series 66, and the SIE exam. Patrick Wallace is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
TX
01/17/2018 - Present
Cambridge Investment Research Advisors, Inc. (Ft Worth TX)
TX
07/16/2009 - 01/18/2018
GENEOS WEALTH MANAGEMENT, INC. (HURST TX)
TX
09/07/2005 - 07/21/2009
LPL FINANCIAL CORPORATION (MANSFIELD TX)
NY
12/06/2002 - 08/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 12/27/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 12/05/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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