Michael Ball (CRD# 1134463) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Manassas, VA and has over 40 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Truist Investment Services, Inc. | Manassas, VA | Feb 2021 - Current | 3 |
| Truist Advisory Services, Inc. | Manassas, VA | Feb 2021 - Current | 3 |
| Suntrust Advisory Services, Inc. | Manassas, VA | Nov 2020 - Feb 2021 | < 1 |
| Suntrust Investment Services, Inc. | Atlanta, GA | Dec 2019 - Feb 2021 | 1 |
| Suntrust Bank | Atlanta, GA | Dec 2019 - Feb 2021 | 1 |
| Bb&t Securities, LLC | Manassas, VA | Jan 2013 - Feb 2021 | 8 |
| Scott & Stringfellow, Inc. | Manassas, VA | May 1999 - Feb 2021 | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1983 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1993 |
- TX
- VA
-
Total Assets Under Management61,370MILLIONS
-
Total Number of Accounts124,201ACCOUNTS
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Average Account Value$494,117
- 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
- Other
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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