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Kristin Childres Wallace

WCM GLOBAL WEALTH, LLC·GREENVILLE, South Carolina
Clean recordWCM GLOBAL WEALTH, LLC
201 RIVERPLACE, GREENVILLE, SC 29601CRD# 7798743Firm CRD# 156594

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kristin Childres Wallace · GREENVILLE, SC
Registration
CRD #7798743 · WCM GLOBAL WEALTH, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kristin Childres Wallace is a registered financial advisor based in GREENVILLE, South Carolina, affiliated with WCM GLOBAL WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
WCM GLOBAL WEALTH, LLC
WCM GLOBAL WEALTH, LLC
AUM
$245M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at WCM GLOBAL WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 7798743
Firm CRD# 156594
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kristin Childres Wallace offer?
Kristin Childres Wallace specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in GREENVILLE, South Carolina for a consultation.
What are Kristin Childres Wallace's credentials?
Kristin Childres Wallace is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kristin Childres Wallace located?
Kristin Childres Wallace is based in GREENVILLE, South Carolina, working with WCM GLOBAL WEALTH, LLC. Their office serves clients in the GREENVILLE metropolitan area and surrounding communities.
How does Kristin Childres Wallace charge for services?
Kristin Childres Wallace's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WCM GLOBAL WEALTH, LLC?
WCM GLOBAL WEALTH, LLC has approximately 8 employees and manages $245M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WCM GLOBAL WEALTH, LLC

Erik Christopher Weir
GREENVILLE, SC
Iii James Blair
GREENVILLE, SC
Michael Gerard Hronchek
GREENVILLE, SC
Michael Donald Jones
GREENVILLE, SC

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Nearby cities in South Carolina
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Research
Advisor Fees in South CarolinaNational Fee Analysis
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