Wallace Voege
CRD Number: 455229Current Firm: United Planners' Financial Services Of America A Limited Partner
Wallace Voege (CRD# 455229) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Clearwater, FL and has over 42 years of experience in the finance industry.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| United Planners Financial Services | Scottsdale, AZ | Apr 2021 - Current | 3 |
| Wallace Voege | Clearwater, FL | Jan 2021 - Current | 3 |
| Wallace Voege | Clearwater, FL | Jan 1993 - Current | 31 |
| Wallacej. Voege (self Employed) | Clearwater, FL | Jan 1978 - Current | 46 |
| Self Employed | Clearwater, FL | Dec 1977 - Current | 46 |
| Securities America, Inc. | Clearwater, FL | Jul 2020 - Apr 2021 | < 1 |
| Securities America Advisors, Inc. | Clearwater, FL | Jul 2020 - Apr 2021 | < 1 |
| Investacorp Advisory Services | Miami Lakes, FL | Sep 2004 - Jul 2020 | 15 |
| Investacorp, Inc. | Miami Lakes, FL | Apr 1985 - Jul 2020 | 35 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1982 |
- FL
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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