Wallace Wealth Management

Specialties

Financial Planning, Investment Management & Retirement Plans for Businesses, IRA’s

History

Established in 2006.

Owned CPA firm from 1991 – 1995. In 1995 started working as Financial Advisor full time. From 1995 to 2006 worked at J. C. Bradford & Co. and Smith Barney. In 2006 started my own investment firm.

Meet the Business Owner

Randy Wallace W.

Business Owner

Randy is a CPA and a member of the American Institute of CPA’s and the TN Society of CPA’s. He has been awarded the Personal Financial Specialist (PFS) Credential by the American Institute of CPAs. Randy is a past President of the West TN Chapter of the TSCPA.

Randy has over 25 years experience in financial planning. Prior to starting the firm of Wallace Wealth Management, Randy was a financial advisor at Smith Barney and J. C. Bradford & Co. Randy also previously ran his own CPA firm.

Securities and Financial Planning offered through LPL Financial, a Registered Investment Advisor. Member FINRA/​SIPC. www​.FINRA​.org and www​.SIPC​.org.

The LPL Financial registered representative associated with this page may only discuss and/​or transact business with residents of TN, GA, MS, MO & NJ.

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