Christopher Gilman Wallace
Investment adviser representative at Professional Planning Group
24 yearsExperience
2 statesRegistered in
CFADesignation
$1.3BFirm 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
- Seminars and workshops
Experience
24 years in the industry.
- Professional Planning GroupJan 2003 to now
- New England Professional Planning GroupMay 2002 to now
- Raymond James Financial Services, IncMay 2002 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
State registrations
Registered as an investment adviser representative in 2 states (RI, TX).
Professional Planning Group
Legal name: New England Professional Planning Group Inc.
$1.3BAssets managed
1,292Clients
9Advisers
46 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
- 2396712
- Firm CRD
- 108868