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Wallace Advisory Group

3658 Mount Diablo Boulevard
Suite 225
Lafayette, CA 94549
Phone: 925.284.6880
Fax: 925.284.6888

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Wallace Financial & Insurance Solutions, LLC. dba Wallace Advisory Group and their registered representatives are currently licensed to sell variable life and annuity products, as well as other securities products, in the states of CA, TX, HI, NV, and AZ. Residents of other states should consult with a local registered representative for securities products.

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.

Wallace Financial & Insurance Solutions, LLC. dba Wallace Advisory Group is a provisional member of the M Financial Group. Please visit mfin.com/DisclosureStatement.htm for further details involving this relationship. 0402-2016

Wallace Advisory Group, LLC is a Registered Investment Adviser. This material is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Wallace Advisory Group, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Wallace Advisory Group, LLC unless a client service agreement is in place.

WALLACE ADVISORY GROUP

3658 MOUNT DIABLO BOULEVARD, SUITE 225
LAFAYETTE, CA 94549
Phone: 925.284.6880
Fax: 925.284.6888

Wallace Advisory Group

Wallace Financial & Insurance Solutions, LLC. dba Wallace Advisory Group and their registered representatives are currently licensed to sell variable life and annuity products, as well as other securities products, in the states of CA, TX, HI, NV, and AZ. Residents of other states should consult with a local registered representative for securities products.

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.

Wallace Financial & Insurance Solutions, LLC. dba Wallace Advisory Group is a provisional member of the M Financial Group. Please visit mfin.com/DisclosureStatement.htm for further details involving this relationship. 0402-2016