Tiffany Ballard, financial advisor Ridgeland MS

Tiffany Ballard

CRD Number: 4521298
Current Firm: Bergland Wealth Management, Inc.
Compensation Model: Fee Only

Tiffany Ballard (CRD# 4521298) is an Investment Advisor Representative working at Bergland Wealth Management, Inc. in Ridgeland, MS and has 20 years of experience in the finance industry. Tiffany Ballard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Bergland Wealth Management, Inc. Ridgeland, MS Jan 2002 - Current 22

Tiffany Ballard has no recent exams reported.
Contact Info for Tiffany B. Ballard
By the Numbers
  • Total Assets Under Management
    73
    MILLIONS
  • Total Number of Accounts
    195
    ACCOUNTS
  • Average Account Value
    $375,619
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, MS, TX

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