Thomas Dale (CRD# 2586868) is an Investment Advisor Representative working at Ballew Advisors Inc. in Jackson, MS and has over 29 years of experience in the finance industry.
CRD# 4521298
Bergland Wealth Management, Inc.
CRD# 1649163
Primerica Advisors
CRD# 1669173
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ballew Wealth Management, LLC | Jackson, MS | Aug 2023 - Current | < 1 |
| Consilium Capital, LLC | Jackson, MS | Jan 2013 - Current | 11 |
| S B Holding Company, Inc. | Jackson, MS | Aug 2005 - Current | 18 |
| Bia, Inc. | Jackson, MS | Aug 2005 - Current | 18 |
| Ballew Advisors, Inc. | Jackson, MS | Aug 2005 - Current | 18 |
| Ballew Investments, Inc. | Jackson, MS | Aug 2005 - Current | 18 |
| Security Ballew, Inc. | Jackson, MS | Aug 2005 - Current | 18 |
| Independent Pension Solutions, LLC | Jackson, MS | Aug 2005 - Jan 2020 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1995 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1999 |
- MS
-
Total Assets Under Management1,043MILLIONS
-
Total Number of Accounts1,668ACCOUNTS
-
Average Account Value$625,362
- A percentage of assets under your management
- Other
- 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
AK, AL, FL, GA, LA, MO, MS, NC, OK, SC, TN, TX
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