David Ballard, financial advisor San Antonio TX

David Ballard

CRD Number: 2194905
Current Firm: Waddell & Reed

David Ballard (CRD# 2194905) is an Investment Advisor Representative working at Waddell & Reed in San Antonio, TX and has over 28 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Trinity Baptist Church San Antonio, TX Nov 2017 - Current 2
The Lighthouse Team LLC San Antonio, TX Apr 2016 - Current 3
Trinity Baptist Church San Antonio, TX Sep 2015 - Current 4
Trinity Baptist Church San Antonio, TX Nov 2014 - Current 5
Biblical Leadership For Excellence (ble) San Antonio, TX Jan 2005 - Current 15
Various Insurance Carriers For W & R Insurance Agencies Garden Ridge, TX Apr 1992 - Current 27
Waddell & Reed, Inc. San Antonio, TX Nov 1991 - Current 28
University Health System San Antonio, TX Jan 2009 - Feb 2016 7
Trinity Baptist Church San Antonio, TX Feb 2008 - Sep 2011 3
Future Music San Antonio San Antonio, TX Apr 2007 - Sep 2011 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1991
Contact Info for David M. Ballard
Phone Number: 913-236-2000
Registered State(s):
  • CA
  • FL
  • GA
  • IN
  • KY
  • LA
  • MO
  • NV
  • NH
  • OH
  • TX
  • VA
  • WA
By the Numbers
  • Total Assets Under Management
    21,207
    MILLIONS
  • Total Number of Accounts
    169,956
    ACCOUNTS
  • Average Account Value
    $124,780
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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