Ball Comprehensive Planning LLC

Ball Comprehensive Planning LLC (CRD# 164494) is a financial advisory firm headquartered in , . They manage $470,457 in 3 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $156,819
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OR

Financial Advisors at Ball Comprehensive Planning LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jason B. Ball
CRD#: 6077210
West Linn, OR
90
Wealthminder
score

Jason Ball (CRD# 6077210) is an Investment Advisor Representative working at Ball Comprehensive Planning LLC in West Linn, OR and has over 4 years of experience in the finance industry.

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