Jim Wallace
Senior Partner @Oakhouse Advisors
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WORK HISTORY
Senior Partner @Oakhouse Advisors
It gives me great satisfaction to assist individuals, families, and business owners in making informed financial decisions in achievement of their goals. I bring learned life lessons to my practice and my process is holistic, comprehensive, and informative. I often find and solve problems you may not know exist. I specialize in working with career changers, people at or planning for retirement, busy professionals, small business owners, and veterans. Professional licenses: FINRA securities registrations Series 7 and 66, Life & Health and Long Term Care.Securities are offered through Registered Representatives of Cambridge Investment Research, Inc, a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisor Inc, Oakhouse Advisors and Cambridge are not affiliated. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.
EDUCATION
Duquesne University
BS, Business - concentration in Economics and Marketing
East Carolina University - College of Business
MBA, Concentration: Finance and Information Systems
Duke University
Continuing Studies, Financial Planning
ABOUT JIM WALLACE
My mission simply stated, is to improve the lives of those that I have the pleasure to…
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