Randy Wallace
Lpl Financial Advisor, CPA Pfs, Owner @Wallace Wealth Management
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WORK HISTORY
Lpl Financial Advisor, CPA Pfs, Owner @Wallace Wealth Management
Jackson, TN, US
I focus my talents on creating investment management strategies for select clients by concentrating on portfolio management. I am also responsible for designing and implementing retirement plans that help companies select the best retirement plan for their business, as well as guiding the company’s employees in choosing the most suitable retirement investments.As a licensed investment professional for more than 27 years, I have developed an extensive background in investments management as well as IRAs and retirement plans for businesses. I earned my CPA license and am also licensed as a Personal Financial Specialist (PFS) from the American Institute of CPAs. This license is limited to CPAs who specialize in financial planning for their clients- Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC- For hyperlinks to FINRA and SIPC, please refer to the \"Contact Info\' section above- Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness- For a list of states in which I am registered to conduct securities business, visit my website at
EDUCATION
Jackson State Community College
Accounting
University of Tennessee, Knoxville
Bachelor of Science (B.S.), Business Administration and Management, General
SKILLS
ABOUT RANDY WALLACE
One of the biggest fears of many people is running out of money during retirement. My goal is to help clients alleviate this fear - by setting up a strategy to save enough for retirement and then managing investments appropriately during retirement years. For the last 27 years I have developed a niche of specializing in full financial and retirement planning, investment management, IRA’s, and company retirement plans. I have good people skills, which helps me to explain investment choices and financial planning concepts to my clients. As a licensed investment professional, I hold Series 7, 24, 63, and 65 securities registrations through LPL Financial. Additionally, I hold Life, Variable Annuity, and Long Term Care Insurance Licensing in multiple states. I maintain my CPA license to keep abreast of tax planning concepts for my clients. I am a member of the American Institute of CPAs (AICPA) and the Tennessee Society of CPAs. I have earned my license as a Personal Financial Specialist (PFS) from the AICPA. This license is limited to CPAs who specialize in financial planning for their clients. My career as a full-time financial advisor began with J. C. Bradford in 1985. When J.C. Bradford was bought by another brokerage firm, I continued my career at Smith Barney (Morgan Stanley). In 2006, I left Smith Barney to start my own investment services firm of Wallace Wealth Management. My success is measured by the strength and longevity of my client relationships. I strive to continuously provide clients with the highest level of service, while seeking to learn about my clients’ desired lifestyle, long-term goals, and retirement needs. This in-depth understanding of my clients, as people, enables me to recommend and implement custom-tailored investment, retirement planning and wealth management strategies.
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