Michael Ballou (CRD# 2481867) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Columbus, OH and has 1 year of experience in the finance industry. Michael Ballou 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.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 5706352
Inspire Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ballou Family Office | Columbus, OH | May 2019 - Current | 4 |
| Charles H Ballou, Cfp | Columbus, OH | Aug 2018 - Current | 5 |
| Charles H. Ballou, Cfp | Columbus, OH | Aug 2018 - Current | 5 |
| Raymond James Financial Services Advisors Inc. | Columbus, OH | Jan 2012 - Current | 12 |
| Raymond James Financial Services, Inc. | Columbus, OH | Apr 1994 - Current | 30 |
| Asset Planning Mgnt. & Research Inc. | Columbus, OH | Jun 1986 - Mar 2015 | 28 |
- OH
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, VI, VT, WA, WI, WV, WY
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