Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Phillip? Claim Your ProfilePhillip Christopher Wallace is a registered representative with LPL Financial LLC. Phillip has over 27 years of experience in the financial services industry. Phillip is licensed to offer securities in Alabama, Arizona, California, Florida, Georgia, Indiana, Kentucky, Mississippi, Nevada, Pennsylvania, South Carolina, and Tennessee. Phillip is also registered as an investment advisor representative in Georgia. Phillip specializes in providing financial planning, portfolio management for individuals and businesses, and consulting services. Phillip previously worked with RAYMOND JAMES FINANCIAL SERVICES, INC. and EDWARD JONES.
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.
Consulting and other non-discretionary advisory services
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.
1
2
GA
05/15/2007 - Present
LPL Financial LLC (WOODSTOCK GA)
GA
06/22/2004 - 05/17/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (WOODSTOCK GA)
MO
04/19/2000 - 06/23/2004
EDWARD JONES (ST. LOUIS MO)
IL
01/03/1996 - 04/03/2000
HORACE MANN INVESTORS INC (SPRINGFIELD IL)
BOTH
Issued 10/21/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/30/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/02/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Phillip Wallace is the right advisor for you? Invested Better is here to help.
