Joseph William Wallace
Investment adviser representative at Wallace Advisory Group, LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$269.5MFirm assets
Are you Joseph William Wallace? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Wallace Advisory Group, LLCOct 2015 to now
- M Holdings Securities, Inc.Sep 2015 to now
- Wallace Financial & Insurance SolutionsSep 2015 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Wallace Advisory Group, LLC
$269.5MAssets managed
87Clients
1Advisers
11 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
- 6137314
- Firm CRD
- 281049