Roy Ballentine, financial advisor Wolfeboro NH
96 score

Roy Ballentine

CRD Number: 1100859
Current Firm: Ballentine Partners

Roy Ballentine (CRD# 1100859) is an Investment Advisor Representative working at Ballentine Partners in Wolfeboro, NH and has over 33 years of experience in the finance industry. Roy Ballentine 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 put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Ballentine Partners LLC Wolfeboro, NH Jan 2016 - Current 2
Ballentine Partners LLC Wolfeboro, NH Oct 2011 - Dec 2015 4
Ballentine Partners LLC Wolfeboro, NH Jan 2010 - Oct 2011 1
Ballentine, Finn & Company, Inc. Wolfeboro, NH May 1997 - Jan 2010 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1984
Contact Info for Roy C. Ballentine
Phone Number: 781-341-1300
Registered State(s):
  • FL
  • TX
  • LA
  • MA
  • NH
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States


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

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