Wayne Lavallee is a CFP, ChFC-designated registered investment advisor, based in Columbia, MD, with 29 years of industry experience.
Location
8820 Columbia 100 Parkway, Suite 230, Columbia, MD, 21045
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Wayne is a Managing Partner and Director of tax estate planning/co-head of wealth management at GLR Partners, an RIA firm. He spends about three-quarters of his time on this, including about 30 hours per month during trading hours.
Employment History
Current Registrations
The Leaders Group, INC.Broker
Glr Partners
The Leaders Group, INC.
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan StanleyBroker
Morgan Stanley
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
H.D. Vest Advisory Services, INC
H.D. Vest Investment ServicesBroker
State Registrations17 states
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