William Wallace

from Wallace Advisory Group, LLC
SEC regulated
Regulated Investment Advisor
William Wallace is a financial advisor based in California, Lafayette, with 44 years of experience. William currently works for Wallace Advisory Group, LLC. William 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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William Wallace works at Wallace Advisory Group, LLC
Wallace Advisory Group, LLC is a financial advisory firm based in Lafayette, California. It currently has approximately $225,000,000 of assets under management and employs about 2 people. Wallace Advisory Group, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
16 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
3658 Mount Diablo Boulevard, Suite 225, Lafayette, California, 94549

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