James Ballentine (CRD# 3183968) is an Investment Advisor Representative working at Ballentine Capital Advisors, Inc. in Greenville, SC and has over 25 years of experience in the finance industry. James Ballentine has taken additional exams to become a Certified Financial Planner (CFP®).
CRD# 4456936
Apex Capital Management LLC
CRD# 6162753
Oneascent Financial Services LLC
CRD# 5633227
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Discipline Wealth Solutions, Inc. | Greenville, SC | Jun 2021 - Current | 3 |
| Ballentine Capital Advisors, Inc. | Greenville, SC | May 2006 - Current | 18 |
| Ballentine Capital Management, Inc. | Greenville, SC | Apr 2002 - Current | 22 |
| Triad Advisors, Inc. | Norcross, GA | May 2006 - Nov 2021 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1999 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2004 |
- NC
- SC
- TX
-
Total Assets Under Management232MILLIONS
-
Total Number of Accounts1,169ACCOUNTS
-
Average Account Value$198,354
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, GA, NC, SC, TN, TX
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