Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wallace? Claim Your ProfileWallace Carr Burgoyne is a financial advisor who has been working in the industry since 1991. Wallace is currently registered with Symphony Financial, Ltd. Co. and is licensed to provide financial advice in 48 states. Wallace has a wide range of experience in the financial industry, having worked with both individuals and businesses. Wallace is also a Certified Financial Planner.
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.
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.
Multi family office 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.
A percentage of the total value of assets under management is charged.
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2
TX
07/15/2014 - Present
Symphony Financial, Ltd. Co. (HOUSTON TX)
MA
09/22/1993 - 01/07/2003
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
KS
06/24/1991 - 09/03/1993
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 10/20/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1992
Series 7 - General Securities Representative Examination
BC
Issued 06/20/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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