Amber Wallis

from Heritage Financial Solutions, LLC
SEC regulated
Regulated Investment Advisor
Amber Wallis is a financial advisor based in Kansas, Dodge City, with 23 years of experience. Amber currently works for Heritage Financial Solutions, LLC. Amber maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Amber Wallis works at Heritage Financial Solutions, LLC
Heritage Financial Solutions, LLC is a financial advisory firm based in Dodge City, Kansas. It currently has approximately $84,155,693 of assets under management and employs about 2 people. Heritage Financial Solutions, LLC uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
6 years
Fee structure
and a percentage of assets under your management
Office location
707 3rd Avenue, Suite B, Dodge City, Kansas, 67801

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