Aysha Ballis, financial advisor Athens GA

Aysha Ballis

CRD Number: 7037378
Current Firm: Elwood & Goetz

Aysha Ballis (CRD# 7037378) is an Investment Advisor Representative working at Elwood & Goetz in Athens, GA and has 1 year of experience in the finance industry. Aysha Ballis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Elwood & Goetz Athens, GA Jun 2022 - Current 1
Elwood & Goetz Athens, GA Sep 2018 - Current 5
Elwood & Goetz Athens, GA Aug 2016 - Current 7
University Of Georgia Athens, GA Aug 2012 - Dec 2016 4
Homrich Berg Atlanta, GA May 2016 - Aug 2016 < 1
Homrich Berg Atlanta, GA May 2015 - Aug 2015 < 1
Head Over Heels Canton, GA May 2014 - Dec 2014 < 1

Aysha Ballis has no recent exams reported.
Contact Info for Aysha N. Ballis
Phone Number: 706-548-1025
Registered State(s):
  • GA
  • SC
By the Numbers
  • Total Assets Under Management
    682
    MILLIONS
  • Total Number of Accounts
    2,740
    ACCOUNTS
  • Average Account Value
    $248,946
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

CO, FL, GA, LA, MO, NC, SC, TX

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