CHARLES WALLACE, CRPC®

Senior Financial Advisor

Managing Director - Investments

Address: 2102 S MAIN STREET , GROVE , OK 74344
Call: 918-787-8644  |  800-461-3290    Fax: 918-787-8677
Email: charlie.wallace@wellsfargoadvisors.com Compose mail in a new window

My Commitment to You

As a Financial Advisor with Wells Fargo Advisors, I can offer you a wide range of services, from helping you select individual investments to developing a retirement plan. With access to a broad array of company resources -- including research analysts and economic and market experts -- I can help you make informed investment decisions based on your specific needs. <br/><br/>Contact me if you'd like me to help you develop strategies for pursuing your financial goals.

My Associate(s): Gideon Carper, Financial Advisor ; Rebecca Hutchens, Senior Registered Client Associate ; Sarah Jones, Client Associate

My Experience

  • 2016 - Present : Wells Fargo Advisors, Managing Director - Investments
  • 2006 - 2016 : Merrill Lynch, Vice President - Investments
  • 1995 - 2016 : A.G. Edwards & Sons, Associate Vice President
  • 1993 - 1995 : Investment Centers of America, Financial Advisor
  • 1992 - 1993 : Kingland Capital, Financial Advisor

My Education & Credentials

  • Bachelor of Science in Finance - Phillips University
  • Senior PIM Portfolio Manager

My Community Involvement

  • Grove Rotary Club member since 1995
  • Vice Chairman of INTEGRIS Grove Hospital Foundation Council
Securities Registered in the following states: AR, AZ, CA, CO, DC, FL, IA, IN, KS, MA, MI, MO, NC, NV, NY, OK, TN, TX
Insurance licensed in the following states: AR (Lic. # 747199) Resident State: OK
CHARLES WALLACE: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: Oklahoma : GROVE Branch