Joyce Ann Wallace
Investment adviser representative at Cetera Investment Advisers LLC
41 yearsExperience
1 stateRegistered in
PFSDesignation
$256.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
41 years in the industry.
- Cetera Investment Advisers LLCMar 2024 to now
- Cetera Advisors LLCJan 2004 to now
- Wallace Tax & Accounting Services, P.A.Jan 1995 to now
- Gwa Properties, Inc.Nov 1985 to Jun 2018
Designations
- PFS
Exams passed
- Series 63 · Uniform Securities Agent State Law1986
- Series 65 · Uniform Investment Adviser Law1993
State registrations
Registered as an investment adviser representative in 1 state (MD).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1454711
- Firm CRD
- 105644