Robert Wallace is a CFP-designated registered investment advisor, based in Easley, SC, with 18 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold.
Location
704 Brushy Creek, Easley, SC, 29642
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert is involved in several business activities, including rental real estate, support companies (Annly Holding Co., Annly LLC, FSP Enterprise LLC, and Purpose Wealth Management), and a non-profit (Calvary Home for Children). He dedicates about half of his time to Annly Holding Co. and FSP Enterprise LLC.
Employment History
Current Registrations
Steward Partners Investment Advisory, LLC
Steward Partners Investment Solutions, LLC
Steward Partners Investment Solutions, LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations14 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.
Exams
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