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