Jacob D. Wallick passes Level II CFA® Exam
2019-08-15
Nationally-ranked Wallick Investments, a South Carolina-based Registered Investment Advisory firm, is proud to announce that Mr. Jacob (Jake) Wallick, junior portfolio manager and managing partner associate, passed the Level II exam of the CFA Program, administered in Charlotte, NC. 44% of candidates passed the June 2019 Level II exam. Mr.Continue Reading