LPL Financial
47yrs
Top advisor by experience in South Carolina
13yrs
David Wallace
Financial advisor at Edward Jones
David Wallace has worked in the financial industry for 13 years and is a fiduciary financial advisor based in Columbia, South Carolina. David has been with Edward Jones since 2014. David holds the CFP® designation.
One of 539 advisors with offices in Columbia, and one of 497 fiduciaries.
At a glance
Experience13 years (since 2014)
How that compares ?More experience than 59% of advisors at Edward Jones
Office146 Leisure Lane Suite B, Columbia, SC 29210
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?2 states
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2014 – nowEdward JonesCurrent firm
Contact David
Local office(803) 772-1617Ask for David. (314) 515-2000Main office · St. Louis, MO 146 Leisure Lane Suite BColumbia, SC 29210Office · Get directions
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Questions to ask David
Tailored to David’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call David’s local office at (803) 772-1617 or the Edward Jones main office at (314) 515-2000, and ask for David Wallace.
How long has David been a financial advisor?
David has been in the industry since 2014, about 13 years. More experience than 59% of advisors at Edward Jones.
What licenses does David hold?
Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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