Nicholas Wallace
Nicholas Wallace is a registered investment advisor at First Command Advisory Services, based in San Diego, CA, with 10 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 113,591 clients with $24B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
First Command offers investment management through its Asset Management Solutions (AMS) program. If you participate in the AMS program, First Command will manage and periodically rebalance your account assets consistent with the asset allocation for your chosen model portfolio. First Command and your Advisor will each share a portion of the wrap fee charged to you for your participation in the AMS program. First Command does not monitor AMS accounts on an individual basis.
Location
2650 Camino Del Rio N, Suite 210, San Diego, CA, 92108
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Regulatory History (1)
Criminal
February 2005Other Business Activities
Nicholas is a board member and secretary for Navy League San Diego, dedicating minimal time to meeting minutes and record keeping. He also serves as Sponsorship Chair for La Mesa National Little League, spending minimal time helping sponsors and working with community businesses.
Employment History
Current Registrations
First Command Advisory Services
First Command Brokerage Services, INC.Broker
State Registrations11 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.