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 an investment advisor representative with Symphony Financial, Ltd. Co. Wallace has been in the industry since December 1965 and is licensed to provide investment advice in Texas. Wallace has previously held positions at UBS Financial Services Inc., Rotan Mosle Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Loeb Partners, Loeb Rhoades & Co. Inc. and Goodbody & Co. Incorporated. Wallace has expertise in providing financial planning, pension consulting, selection of other advisors and portfolio management for businesses and individuals.
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.
1
2
TX
07/15/2014 - Present
Symphony Financial, Ltd. Co. (HOUSTON TX)
NJ
01/01/1991 - 12/17/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NA
03/23/1989 - 01/01/1991
ROTAN MOSLE INC.
NY
12/13/1965 - 04/26/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
01/18/1978 - 06/03/1979
LOEB PARTNERS
NA
01/04/1977 - 01/18/1978
LOEB RHOADES & CO. INC.
NA
03/12/1973 - 01/04/1977
LOEB, RHOADES & CO. INC.
NA
01/05/1971 - 04/05/1973
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
NA
12/14/1965 - 04/22/1971
GOODBODY & CO. INCORPORATED
IA
Issued 08/08/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/07/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/2005
Series 30 - NFA Branch Manager Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/1989
PC - AMEX Put and Call Exam
BC
Issued 12/13/1965
Series 000 - General Securities Principal Examination
BC
Issued 12/13/1965
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Wallace Burgoyne is the right advisor for you? Invested Better is here to help.
