Scott BalesCRD Number: 6206142
Current Firm: Capsouth Partners, Inc.
Scott Bales (CRD# 6206142) is an Investment Advisor Representative working at Capsouth Partners, Inc. in Mcdonough, GA and has over 4 years of experience in the finance industry.
Boardwalk Capital Management, Inc.
Melissa L. George & Associates, LLC
|Crane Safety Assoc||Mcdonough, GA||Jun 2010 - Jun 2013||3|
|Faith Academy||Stockbridge, GA||Jun 2009 - Jun 2010||1|
|Clayton State University||Morrow, GA||Aug 2005 - Dec 2009||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2013|
Total Assets Under Management598MILLIONS
Total Number of Accounts613ACCOUNTS
Average Account Value$975,688
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
AL, FL, GA