professional profile
William Allen Wallace, CFA, CFP, PFS
Overview
William Allen Wallace is an investment adviser representative based in Cedar Rapids, IA, with 26 years in the industry.
- Years in the industry
- 26
- States registered
- 1
- Exams passed
- 1
- Current firms
- 1
Contact
2 business emails and 1 phone number on file
Registrations and licenses
- Registered in 1 state
Every state, with registration and license dates
Firms
- Basepoint Wealth, LLCCurrent firm
Employment history since 2000
Book and practice
Firm assets under management on file
request a demo
See what we have on William
We'll walk you through the full profile and how to find more people like William.