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Wallace Richard Carlson

Advisory Services Network

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About Wallace Richard Carlson

Wallace Richard Carlson is an Investment Advisor Representative with Advisory Services Network, LLC. Wallace has been in the financial services industry since 1998. Wallace has offices in Atlanta, GA and Southlake, TX. Wallace has experience with investment advisory services for individuals and businesses. Wallace is registered in Louisiana and Texas.

Firm Information

Wallace Carlson is currently registered with Advisory Services Network. Advisory Services Network is a financial advisory firm headquartered in Atlanta, GA. The firm provides a range of financial services including financial planning, portfolio management for individuals, and selection of other advisors. The firm manages approximately $6.8 billion in assets for a diverse clientele including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals. The firm employs 86 licensed agents, 206 investment advisor representatives, and 14 registered representatives.
Advisory Services Network

6600 PEACHTREE DUNWOODY RD.

ATLANTA, GA 30328

$6.82B

Assets Under Management

44

Total Clients

213

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 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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Wallace Carlson’s Registration & Firm History

GA

01/29/2018 - Present

Advisory Services Network (ATLANTA GA)

TX

10/28/2015 - 10/07/2016

ALLSTATE FINANCIAL SERVICES, LLC (FLOWER MOUND TX)

TX

04/30/2001 - 10/16/2015

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

RI

07/06/1998 - 04/06/2000

FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)

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Licenses & Designations

BOTH

Issued 06/22/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/27/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/07/2016

SIE - Securities Industry Essentials Examination

BC

Issued 06/26/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Wallace Richard Carlson. Review regulatory record here.
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