Madison J. Wallace
BENTOAK CAPITAL
Fort Worth, TX 76109
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CRD#: 6802558
Professional summary
Madison Jordon Wallace, CFP®, who also goes by Madison Wallace J, is a registered financial advisor currently at BENTOAK CAPITAL located in Fort Worth, Texas.
Madison is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Madison has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Madison Wallace J
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.
1.) 10/03/2022 - Texas Tech University Personal Financial Planning Alumni Advisory Board - Not Investment Related - Non-Profit Board Member - 2 hours per month during trading hours; 2 hours/month outside trading hours. 2.) 11/07/2022 - Financial Planning Association DFW Chapter - Not Investment Related - Non-Profit Board Member - 2 hours per month during trading hours; 2 hours/month outside trading hours. 3.) 06/17/2022 - Women's Policy Forum of Tarrant County; Treasurer and Non-Profit Board Member - At Reported Business Location; The Women's Policy Forum of Tarrant County is an organization of approximately 140 influential professional women in business, government and non-profit, who investigate and support policies and initiatives that will effect positive change for Tarrant County; Hours/month devoted during trading 2; Hours/month devoted outside of trading 2. 4.) 09-10-2024 - Fairway to Heaven; Board Member; Non Investment Related; 4816 Bryant Irvin Court Fort Worth TX 76107; Description: Fairway to Heaven raises funds by hosting golf tournaments in order to benefit other 501(c)3 organizations that focus on benefiting children.; Responsibilities Duties: Attend quarterly board meetings, help select the annual charity recipient, and help plan/host the golf tournament in October.; Start date: 2024-05-02; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 0; Website address: https://fairwaytoheaven.org/#:~:text=Fairway%20to%20Heaven%20is%20a,organizations%20in%20Tarrant%20County%2C%20Texas.
CRS (Client Relationship Summary) - RIA
Click below to view Madison Jordon 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®
CFP®
Start date: 2019
Experience
Current
December 4, 2019 - Present
BENTOAK CAPITAL
Office #1: 5000 Overton Plaza Suite 110, Fort Worth, TX 76109RIA
CRD#: 173563
Fort Worth, TX
Past
August 27, 2019 - December 20, 2024
LPL FINANCIAL LLC
BD
CRD#: 6413
FT WORTH, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BC
BENTOAK CAPITAL
BENTOAK CAPITAL | SNOW GARRETT WEALTH MANAGEMENT | PGA FINANCIAL | PARKER, GELINEAU AND ASSOCIATES | LEGACY FINANCIAL MANAGEMENT | GARRETT WEALTH ADVISORY GROUP, LLC
CRD#: 173563 / SEC#: 801-80598
RIA
Registered Investment Advisory firm - (11/25/2014 Approved)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(12/4/2019)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/27/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
BC
BENTOAK CAPITAL
BENTOAK CAPITAL | SNOW GARRETT WEALTH MANAGEMENT | PGA FINANCIAL | PARKER, GELINEAU AND ASSOCIATES | LEGACY FINANCIAL MANAGEMENT | GARRETT WEALTH ADVISORY GROUP, LLC
CRD#: 173563 / SEC#: 801-80598
RIA
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Contact information
Main Address
201 Ft. Worth Hwy., Weatherford, TX 76086
Mailing Address
Phone number
(817) 550-6750
Established
Firm type
Fiscal year end
# of Employees
16
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,769 |
| AUM (Assets Under Management) | $ 803,657,019 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
