Unclaimed Profile

David Jerome Wall

WALL CAPITAL GROUP, INC.·PHOENIX, Arizona

Series 6, Series 22, Series 63Clean record28 years registeredWALL CAPITAL GROUP, INC.

2550 W. UNION HILLS DRIVE, PHOENIX, AZ 85027CRD# 1513469Firm CRD# 105913

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Jerome Wall · PHOENIX, AZ

Registration

CRD #1513469 · WALL CAPITAL GROUP, INC. · 28 years registered

Brand Profile

Not yet started

Career History

WALL CAPITAL GROUP, INC.

Jul 1998 – present

Registrations & Exams

FINRA examinations passed

Series 6

Series 22

Series 63

Registration record

First registered · July 14, 1998

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WALL CAPITAL GROUP, INC.

CRD 105913 · SEC 801-41815

AUM

$658M

Regulatory assets under management

Employees

1,152 client accounts

Services offered by WALL CAPITAL GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WALL CAPITAL GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does David Jerome Wall offer?

David Jerome Wall specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PHOENIX, Arizona for a consultation.

What are David Jerome Wall's credentials?

David Jerome Wall is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Jerome Wall located?

David Jerome Wall is based in PHOENIX, Arizona, working with WALL CAPITAL GROUP, INC.. Their office serves clients in the PHOENIX metropolitan area and surrounding communities.

How does David Jerome Wall charge for services?

David Jerome Wall's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WALL CAPITAL GROUP, INC.?

WALL CAPITAL GROUP, INC. has approximately 6 employees and manages $658M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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