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RW

Russell A. Wallace

BOGGS WALLACE WEALTH PARTNERS LLC
Denton, TX 76201
Some features on this profile are disabled
CRD#: 6485860
RW

Professional summary

Russell Alexander Wallace, who also goes by Russell Wallace, is a registered financial advisor currently at BOGGS WALLACE WEALTH PARTNERS LLC located in Denton, Texas.

Russell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Russell has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Russell Wallace

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Russell Alexander Wallace's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

February 18, 2022 - Present

BOGGS WALLACE WEALTH PARTNERS LLC

Office #1: 121 W Hickory St Suite 101, Denton, TX 76201
RIA
CRD#: 305698
Denton, TX
Past

July 8, 2020 - December 31, 2021

BOGGS WALLACE WEALTH PARTNERS LLC

RIA
CRD#: 305698
Denton, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(2/18/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/28/2020
Uniform Investment Adviser Law Examination

Current Firm

BW
BOGGS WALLACE WEALTH PARTNERS LLC
BOGGS WALLACE WEALTH PARTNERS LLC | WALLACE ACCOUNTING & ADVISORY, PLLC | WALLACE ACCOUNTING & ADVISORY SERVICES, PLLC

CRD#: 305698 / SEC#:

Texas
Registered Investment Advisory firm - (2/18/2022 Approved)
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Contact information

Main Address
121 W Hickory St Suite 101, Denton, TX 76201
Mailing Address
Phone number
(214) 741-6721
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts2
AUM (Assets Under Management)$ 566,071

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BOGGS WALLACE WEALTH PARTNERS LLC

CRD#: 305698Denton, TX 76201

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