Wallace Advisory 1

To see a copy of our SEC form CRS, Customer Relationship Summary, please click here.

Securities Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Check the background of this Firm and/or investment professional on FINRA’s BrokerCheck Investment Advisory Services offered through Wallace Advisory Group, LLC. Non-variable insurance products offered through Wallace Financial & Insurance Solutions, LLC. Wallace Advisory Group, LLC and Wallace Financial & Insurance Solutions, LLC are affiliated firms, and are independently owned and operated from M Holdings Securities, Inc.

For important information related to Wallace Advisory Group, please see a copy of our Client Relationship Summary (Form CRS) by navigating here. For important information related to M Securities, please refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities

Wallace Financial & Insurance Solutions, LLC. dba Wallace Advisory Group is a member of the M Financial Group. Please visit mfin.com/DisclosureStatement.htm for further details involving this relationship.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider.

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wallace advisory group