Ballentine Capital Advisors, Inc.

Ballentine Capital Advisors, Inc. (CRD# 140913) is a financial advisory firm headquartered in Greenville, SC. They serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • 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.

NC, SC, TX

Financial Advisors at Ballentine Capital Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
James B. Ballentine
CRD#: 3183968
23 Buena Vista Way, Suite B, Greenville, SC 29615
96
Wealthminder
score

James Ballentine (CRD# 3183968) is an Investment Advisor Representative working at Ballentine Capital Advisors, Inc. in Greenville, SC and has over 17 years of experience in the finance industry. James 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.

2
Cheryl A. Hayes
CRD#: 5482028
23 Buena Vista Way, Suite B, Greenville, SC 29615
96
Wealthminder
score

Cheryl Hayes (CRD# 5482028) is an Investment Advisor Representative working at Ballentine Capital Advisors, Inc. in Greenville, SC and has over 7 years of experience in the finance industry. Cheryl Hayes 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.