Angela Farmer Wallace

Current Employers

Employment History

• 06/1998 → 12/2016
  Founders Federal Credit Union
  Lancaster, SC
• 01/2017 → 04/2021
  Mungo And Son Tax And Financial Services
  Lancaster, SC
• 06/2019 → 09/2025
  Avantax Investment Services, Inc.
  Lancaster, SC
• 04/2021 → Present
  Hess Financial Planning Inc
  Lancaster, SC
• 04/2021 → Present
  Hess Tax And Accounting Group Llc
  Lancaster, SC
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Lancaster, SC
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-10-07 → 2025-09-05
  Avantax Advisory Services
  Lancaster, SC

Other Businesses

1) HESS FINANCIAL PLANNING INC:POSITION: Financial Representative NATURE: Financial Planning for clients, tax planning and preparation for clients INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 04/20/2021 ADDRESS: 401 N Main St, Lancaster SC 29720, DESCRIPTION: Assist clients with preparing for retirementAssist clients with mutual funds, IRAsAssist clients with tax planning and tax preparation 2) HESS TAX AND ACCOUNTING GROUP LLC POSITION: tax preparation NATURE: tax preparation for clients during tax season and tax planning during off season INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 60 START DATE: 04/20/2021 ADDRESS: 401 N Main St, Lancaster SC 29720,DESCRIPTION: preparing tax returns for clients and some businesses during tax season and also assist clients with tax planning in the off season

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-09-28
• S63 Uniform Securities Agent State Law Examination
  2019-11-21

Other Names

• Angela F Faulkenberry
• Angela Robin Wallace