Wallace Burgoyne
Wallace Burgoyne is a CFP-designated registered investment advisor at LPL Financial LLC, based in Houston, TX, with 34 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
4295 San Felipe Street Ste 300, Houston, TX, 77027
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Wallace operates several DBAs for his LPL business, including Symphony Financial, Aviation Retirement Strategies, Bollich & Burgoyne, and Shank Wealth Management. He also spends full-time providing investment advisory services through Symphony Financial, Ltd. Co., an independent investment advisor firm, and sells non-variable insurance.
Employment History
Current Registrations
LPL Financial LLC
Symphony Financial, LTD. CO.
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLC
Veravest Investment Advisors, INC.
Allmerica Investments, INC.Broker
Waddell & Reed, INC.Broker
State Registrations50 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.