Andrew Robert Wallace

Current Employers

Employment History

• 09/2006 → 01/2020
  Continuing Education Provider
  Knoxville, TN
• 06/2002 → 02/2020
  Advisor For Life, Inc.
  Seymour, TN
• 09/2008 → Present
  Silver Oak Securities, Inc.
  Knoxville, TN
• 01/2020 → Present
  Silver Oak Securities Inc.
  Jackson, TN
• 01/2007 → 01/2020
  Cosey Financial Services, Inc.
  Knoxville, TN
• 02/2020 → Present
  Comprehensive Financial Strategies, Llc
  Sevierville, TN

Previous Registrations

• 2007-01-26 → 2020-02-05
  Cosey Financial Services, Inc.
  Knoxville, TN
• 2004-03-09 → 2007-02-02
  Raymond James Financial Services, Inc.
  Knoxville, TN
  Knoxville, TN

Other Businesses

1) LIFE, LONG TERM CARE, DISABILITY AND FIXED INSURANCE BUSINESS. PART TIME. NOT SECURITIES RELATED - INCEPTION DATE 02/2009. 3 HOURS A WEEK. COMMISSION RELATED - NOT SECURITIES RELATED. 636 Wall Street, Ste. 2, Sevierville, TN 37862. 2) DBA: Comprehensive Financial Strategies, LLC., start date of 2/17/2020, marketing name for insurance and investment business, 636 Wall Street, Ste. 2, Sevierville, TN 37862 3) Silver Oak Securities , which is securities related. The address is 403 N Parkway, Suite 202, Jackson, TN . Start date was 9/01/08. Time spent is approximately 20 to 25 hours per week serving multiple households on various related accounts. 4) Lamon & Wallace,Is Investment Related,"636 Wall Street, Suite 2, Sevierville, TN, 37862, United States",401k Plan Consulting,Registered Representative,7/25/2024,80 hours per month,65 hours per month during trading hours,Commission Compensation,401k Plans that are being moved from Lamon & Stern to Silver Oak Securities will be under Andy Wallace as the advisor of record and Hollis and & I will be doing business as Lamon & Wallace.

Exams

• S63 Uniform Securities Agent State Law Examination
  2001-07-07

Designations

Other Names

• Andy Wallace