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Stuart R Wallace

Arkos Global Advisors, LLC

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About Stuart R Wallace

Stuart R. Wallace is a registered Investment Advisor Representative with Arkos Global Advisors, LLC. Stuart joined the firm in August 2021. Arkos Global Advisors, LLC is an investment advisory firm with offices in Houston, Texas and Milton, Georgia. Arkos Global Advisors, LLC provides advisory services to individuals, corporations, high-net-worth individuals and charitable organizations. Stuart R. Wallace is also a Vice Gun Grips, LLC partner.

Firm Information

Stuart Wallace is currently registered with Arkos Global Advisors, LLC. Arkos Global Advisors, LLC is an investment advisor located in Houston, TX. They provide financial planning and portfolio management services to high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and charitable organizations. The firm manages approximately $939,425,000 in assets.
Arkos Global Advisors, LLC

4400 POST OAK PKWY

HOUSTON, TX 77027

$939.42M

Assets Under Management

1

Total Clients

12

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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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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Stuart Wallace’s Registration & Firm History

TX

11/09/2021 - Present

Arkos Global Advisors, LLC (HOUSTON TX)

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Licenses & Designations

IA

Issued 09/28/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stuart R Wallace.
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