Maston BallewCRD Number: 1031543
Current Firm: Ballew Advisors Inc.
Maston Ballew (CRD# 1031543) is an Investment Advisor Representative working at Ballew Advisors Inc. in Jackson, MS and has over 33 years of experience in the finance industry.
Asset Dedication, LLC
Bergland Wealth Management, Inc.
Wells Fargo Advisors Financial Network, LLC
|Consilium Capital, LLC||Jackson, MS||Jan 2013 - Current||4|
|S B Holding Company, Inc.||Jackson, MS||Jan 2005 - Current||12|
|Ballew Investments, Inc.||Jackson, MS||Mar 2002 - Current||14|
|Ballew Advisors, Inc.||Jackson, MS||Mar 2002 - Current||14|
|Security Ballew, Inc.||Jackson, MS||Jul 2001 - Current||15|
|Independent Pension Solutions, LLC||Jackson, MS||May 1998 - Current||18|
|Bia, Inc.||Jackson, MS||Aug 1993 - Current||23|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1983|
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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management454MILLIONS
Total Number of Accounts1,000ACCOUNTS
Average Account Value$453,737
- A percentage of assets under your management
- 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
- Pension consulting services
- Publication of periodicals or newsletters
AL, GA, LA, MS, NC, OK, SC, TN, TX
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