Gabriel Levi Wallace
Investment adviser representative at Retirement Investment Advisors Inc
11 yearsExperience
2 statesRegistered in
$1.5BFirm assets
33 yearsFirm in business
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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
11 years in the industry.
- Retirement Investment Advisors IncJan 2025 to now
- Retirement Investment Advisors IncApr 2024 to Dec 2024
- Fnb Community BankMay 2019 to Mar 2024
- WalmartJan 2019 to Apr 2019
- Full-time EducationJan 2015 to Dec 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (OK, TX).
Retirement Investment Advisors Inc
$1.5BAssets managed
1,431Clients
8Advisers
33 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
- 8169493
- Firm CRD
- 106316