Joyce Wallace
Joyce Wallace is a PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Silver Spring, MD, with 40 years of industry experience. Joyce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
10008 Colesville Road, Suite B, Silver Spring, MD, 20901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joyce is a 100% owner of Wallace Tax and Accounting Services P.A., dedicating nearly full-time hours to accounting and tax preparation. She also participates in Praise Him, Inc., a non-profit Christian organization/radio show, and manages real estate ownership and rental through GWJW, LLC, while also self-publishing her late husband's spiritual journal, dedicating minimal time to these activities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Ifg Advisory Services INC
Ifg Network Securities, INC.Broker
American Express Financial Advisors INC.Broker
Fsc Securities CorporationBroker
State Registrations14 states
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