Clyde Mosley, financial advisor Jackson MS

Clyde Mosley

CRD Number: 1517941
Current Firm: Ballew Advisors Inc.

Clyde Mosley (CRD# 1517941) is an Investment Advisor Representative working at Ballew Advisors Inc. in Jackson, MS and has over 36 years of experience in the finance industry.

Similar Advisors
Tiffany Ballard, financial advisor Jackson MS
Tiffany B. Ballard
CRD# 4521298
Bergland Wealth Management, Inc.
Similar Advisors
Horace Adair, financial advisor Jackson MS
Horace R. Adair
CRD# 1649163
Primerica Advisors
Similar Advisors
Richard Adair, financial advisor Jackson MS
Richard M. Adair
CRD# 1669173
Primerica Advisors
Company Name Location Dates Years
Ballew Wealth Management, LLC Jackson, MS Aug 2023 - Current < 1
Ballew Investments, Inc. Jackson, MS Feb 2017 - Current 7
Ballew Advisors, Inc. Jackson, MS Feb 2017 - Current 7
S B Holding Company, Inc. Jackson, MS Jan 2006 - Current 18
Bia, Inc. Jackson, MS Jan 2006 - Current 18
Ballew Investments, Inc. Jackson, MS Jan 2006 - Current 18
Ballew Advisors Inc. Jackson, MS Jan 2006 - Current 18
Security Ballew Inc. Jackson, MS Jan 2006 - Current 18
Independent Pension Solutions, LLC Jackson, MS Jan 2006 - Jan 2020 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1987
Contact Info for Clyde B. Mosley
Phone Number: 601-368-3500
Registered State(s):
  • MS
By the Numbers
  • Total Assets Under Management
    1,043
    MILLIONS
  • Total Number of Accounts
    1,668
    ACCOUNTS
  • Average Account Value
    $625,362
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
Types of Clients
Registered States

AK, AL, FL, GA, LA, MO, MS, NC, OK, SC, TN, TX

Ready to hire a financial advisor? Get competitive proposals from multiple 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.