Margaret Ballinger, financial advisor Akron OH

Margaret Ballinger

CRD Number: 2794028
Current Firm: Oak Associates Ltd

Margaret Ballinger (CRD# 2794028) is an Investment Advisor Representative working at Oak Associates Ltd in Akron, OH and has over 27 years of experience in the finance industry.

Similar Advisors
Richard Gerbracht, financial advisor Akron OH
Richard M. Gerbracht
CRD# 5310387
Lpl Financial LLC
Similar Advisors
John-mark Young, financial advisor Akron OH
John-mark C. Young
CRD# 5523862
Whitaker-myers Wealth Managers, Ltd.
Similar Advisors
Robert Billstein, financial advisor Akron OH
Robert A. Billstein
CRD# 1065232
Independence Capital Company, Inc.
Company Name Location Dates Years
Oak Associates, Ltd. Akron, OH Dec 2019 - Current 4
Oak Associates, Ltd. Akron, OH Dec 2014 - Current 9
Oak Associates, Ltd. Akron, OH Jan 1996 - Current 28
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 1996
Contact Info for Margaret L. Ballinger
Phone Number: 330-668-1234
Firm Website: http://www.oakltd.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    1,341
    MILLIONS
  • Total Number of Accounts
    83
    ACCOUNTS
  • Average Account Value
    $16,156,627
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Margaret Ballinger and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.