Angela Wallace is a registered investment advisor, based in Lancaster, SC, with 6 years of industry experience.
Location
401 N. Main St, Lancaster, SC, 29720
Get directionsHistory
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
Angela works full-time as a financial representative at Hess Financial Planning Inc, providing financial and tax planning services. She also aids clients in purchasing variable annuities through Avantax Insurance Agency and sells fixed and fixed indexed annuities, dedicating a few hours per week to each. Angela spends about half her time on tax preparation and planning through Hess Tax and Accounting Group LLC.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations5 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.