JAMES R WALLACE is an investment adviser representative (IAR) with state registration records since 2012, appearing at 4 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2021-01-06 | 2025-03-31 | — |
| NORTHEAST PLANNING ASSOCIATES, INC. | 2015-01-14 | 2019-09-11 | — |
| LPL FINANCIAL LLC | 2014-12-03 | 2019-10-23 | — |
| STRATEGIC ADVISERS LLC | 2012-01-03 | 2014-10-28 | — |