James M. Wallace,  CFP<sup>&reg;</sup> - Financial Advisor

James M. Wallace, CFP®

Senior Partner

Millennium Planning Group

1107 Carpenter Town Lane
Cary, NC 27519
FINANCIAL ADVISOR'S WEBSITE
(919) 656-1468

General

James Wallace is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Millennium Planning Group in Cary, NC and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MBA

Insurance Licenses

  • Life insurance: NC
  • Health/disability insurance: NC

Broker-Dealer Affiliation

Lincoln Financial Network

Helpful Financial Planning Resources