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

My Associate(s): 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

Securities Registered in the following states: AR, AZ, CA, CO, FL, IA, IN, KS, MA, MO, NC, NM, NV, NY, OK, PA, 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