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Thomas Terrance Wallace

Folger Nolan Fleming Douglas Inc.

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About Thomas Terrance Wallace

Thomas Terrance Wallace is a registered representative with Folger Nolan Fleming Douglas Inc. Thomas has been in the financial industry since 1969 and is licensed to sell securities in the District of Columbia, Florida, Louisiana, and Maryland. Thomas holds the Series 1, 7TO, SIE, PC and Series 40 licenses.

Firm Information

Thomas Wallace is currently registered with Folger Nolan Fleming Douglas Inc.. Folger Nolan Fleming Douglas Inc. is a corporation registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico. Formed in 1931, the firm provides portfolio management services for individuals, businesses, and investment clubs. They also recommend wrap fee management programs from other registered investment advisors. With over 100 employees, the firm manages over $1 billion in assets for over 697 clients.
Folger Nolan Fleming Douglas Inc.

725 15TH STREET NW

WASHINGTON, DC 20005-2109

$1.02B

Assets Under Management

700

Total Clients

34

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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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.

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recommend wrap fee management programs of other registered investment advisers

Recommend wrap fee management programs of other registered investment advisers

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Thomas Wallace’s Registration & Firm History

DC

11/28/2014 - Present

Folger Nolan Fleming Douglas Inc. (WASHINGTON DC)

DC

03/24/1969 - 11/26/2014

JOHNSTON, LEMON & CO. INCORPORATED (WASHINGTON DC)

NA

10/25/1985 - 07/20/1992

WASHINGTON FUNDS DISTRIBUTORS, INC.

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Licenses & Designations

BC

Issued 11/25/1975

Series 40 - Registered Principal Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/09/1977

PC - AMEX Put and Call Exam

BC

Issued 03/19/1969

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Thomas Terrance Wallace. Review regulatory record here.
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