WA
William Allen Wallace
CRD 4233166
Certified Financial Planner
Personal Financial Specialist
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Basepoint Wealth, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Basepoint Wealth, Llc
Chief Investment Officer And Managing Member" · 25% – 50% · Jun 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗