David Wallace

LPL Financial | University of South Carolina | Darla Moore School of Business Graduate

Role
Associate Service Professional at LPL Financial
Location
Charlotte, NC, US
LinkedIn followers
500 followers
Customer/Client ServiceView LinkedIn profile

About David Wallace

I currently work as a Case Manager assisting advisors at LPL Financial. I hold the FINRA…

Experience

  1. Associate Service Professional

    LPL Financial

    Jun 2025 — Present · Fort Mill, SC, US

Education

  • Darla Moore School of Business at the University of South Carolina

    Finance, General

    2020 — 2024

  • University of South Carolina

    Bachelor of Business Administration - BBA, Finance, General

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David Wallace — Associate Service Professional at LPL Financial in Charlotte, NC, US | Unifers