Michael BaloyCRD Number: 6405924
Current Firm: Truist Advisory Services, Inc.
Michael Baloy (CRD# 6405924) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Greenville, SC and has over 8 years of experience in the finance industry.
Apex Capital Management LLC
|Truist Investment Services, Inc.||Greer, SC||Feb 2021 - Current||2|
|Truist Advisory Services, Inc.||Atlanta, GA||Feb 2021 - Current||2|
|Bb&t Securities, LLC||Simpsonville, SC||Jan 2018 - Feb 2021||3|
|Bbtis||Greer, SC||Aug 2016 - Jan 2018||1|
|Edward Jones||St Louis, MO||Nov 2014 - Jul 2016||1|
|Cobb County Toyota||Kennesaw, GA||Dec 2013 - Aug 2014||< 1|
|Atria Senior Living||Atlanta, GA||Dec 2012 - Sep 2013||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2015|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management53,170MILLIONS
Total Number of Accounts125,600ACCOUNTS
Average Account Value$423,328
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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