Maston Ballew, financial advisor Jackson MS
83 score

Maston Ballew

CRD 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.

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Company Name Location Dates Years
Consilium Capital, LLC Jackson, MS Jan 2013 - Current 3
S B Holding Company, Inc. Jackson, MS Jan 2005 - Current 11
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
Disclosure Information

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
Get Details on the FINRA Advisor Check site
Contact Info for Maston L. Ballew
Phone Number: 601-368-3500
Registered State(s):
  • MS
By the Numbers
  • Total Assets Under Management
    454
    MILLIONS
  • Total Number of Accounts
    1,000
    ACCOUNTS
  • Average Account Value
    $453,737
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
  • Pension consulting services
  • Publication of periodicals or newsletters
Types of Clients
Registered States

AL, GA, LA, MS, NC, OK, SC, TN, TX

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BADGES
83

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