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@wallickinvestments.com
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1 phone found area 803
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LinkedIn matched
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Daniel Wallick is listed as Owner, Wallick Investments, LLC at Wallick Investments, LLC, a with 7 employees, based in Lexington County, South Carolina, United States. AeroLeads shows a work email signal at wallickinvestments.com, phone signal with area code 803, and a matched LinkedIn profile for Daniel Wallick.
Daniel Wallick previously worked as Managing Partner and Chief Investment Officer at Wallick Investments, Llc and Investment Representative at South Carolina Bank And Trust. Daniel Wallick holds Bachelor Of Science (B.S.), Finance And Economics from University Of South Carolina.
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Daniel T. WallickManaging Partner and Chief Investment Officer Daniel Wallick is a 1991 Phi Beta Kappa Honors graduate from the University of South Carolina with a degree in Finance and Economics and post-graduate work in accounting. His career experience includes accounting and management at Blue Cross and Blue Shield of South Carolina, and brokerage at Merrill Lynch and South Carolina Bank and Trust. In June of 2005, he launched Wallick Investments, LLC in Camden, SC, moving a year later to Wildewood Business Park in Northeast Columbia. Since then, Wallick Investments has enjoyed exceptional success in value-added investment performance and company growth. Dan is active at church, is a board member for the South Carolina Christian Chamber of Commerce and serves on the investment committee for the Roman Catholic Diocese of Charleston. He enjoys spending time with his wife Susan and their three sons: Jacob, Zachary and Samuel. In addition to investment research, his hobbies include: soccer, running, reading, fishing, tennis and golf. Dan is a member of the CFA Institute.DanWallick@WallickInvestments.comView Wallick Investments' recent performance data at http://www.publish-it-online.com/publication?m=13445&l=1
Listed skills include Investments, Retirement Planning, Portfolio Management, Strategic Financial Planning, and 11 others.
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Wallick Investments, LLC is a fee only registered investment advisory firm (RIA). We managed investment portfolios for both individuals and institutions based on a quantatative security selection process.
Us
Investment Representative for the Midlands
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Daniel Wallick works for Wallick Investments, LLC.
Daniel Wallick is listed as Owner, Wallick Investments, LLC at Wallick Investments, LLC.
AeroLeads has found 1 work email signal at @wallickinvestments.com for Daniel Wallick at Wallick Investments, LLC.
AeroLeads has found 1 phone signal(s) with area code 803 for Daniel Wallick at Wallick Investments, LLC.
Daniel Wallick is based in Lexington County, South Carolina, United States while working with Wallick Investments, LLC.
Daniel Wallick has worked for Wallick Investments, Llc, South Carolina Bank And Trust, Merrill Lynch, Bcbssc, and Palmetto Gba.
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Daniel Wallick holds Bachelor Of Science (B.S.), Finance And Economics from University Of South Carolina.
Daniel Wallick is listed with skills including Investments, Retirement Planning, Portfolio Management, Strategic Financial Planning, Financial Analysis, Series 7, Investment Advisory, and Wealth Management.
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