Ballew Advisors Inc.

Ballew Advisors Inc. (CRD# 110522) is a financial advisory firm headquartered in Jackson, MS. They manage $743,302,848 in 1,108 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    743
    MILLION
  • Total Number of Accounts
    1,108
    ACCOUNTS
  • Average Account Value
    $670,851
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
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.

AL, GA, LA, MS, NC, OK, SC, TN, TX

Financial Advisors at Ballew Advisors Inc.
Showing 1 - 8 of 8 top financial advisors.
1
Maston L. Ballew
CRD#: 1031543
4800 I-55 North, Suite 21, Jackson, MS 39211

Maston Ballew (CRD# 1031543) is an Investment Advisor Representative working at Ballew Advisors Inc. in Jackson, MS and has over 37 years of experience in the finance industry.

2
Karl E. Byrd
CRD#: 874943
4800 I-55 North, Suite 21, Jackson, MS 39211

Karl Byrd (CRD# 874943) is an Investment Advisor Representative working at Ballew Advisors Inc. in Jackson, MS and has over 35 years of experience in the finance industry. Karl Byrd 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.

3
Thomas D. Dale
CRD#: 2586868
4800 I-55 North, Suite 21, Jackson, MS 39211

Thomas Dale (CRD# 2586868) is an Investment Advisor Representative working at Ballew Advisors Inc. in Jackson, MS and has over 25 years of experience in the finance industry.

4
James A. Hurt
CRD#: 718099
4800 I-55 North, Suite 21, Jackson, MS 39211

James Hurt (CRD# 718099) is an Investment Advisor Representative working at Ballew Advisors Inc. in Jackson, MS and has over 35 years of experience in the finance industry.

5
Alan P. McCormick
CRD#: 5199744
4800 I-55 North, Suite 21, Jackson, MS 39211

Alan McCormick (CRD# 5199744) is an Investment Advisor Representative working at Ballew Advisors Inc. in Jackson, MS and has over 14 years of experience in the finance industry. Alan McCormick 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.

6
Clyde B. Mosley
CRD#: 1517941
4800 I-55 North, Suite 21, Jackson, MS 39211

Clyde Mosley (CRD# 1517941) is an Investment Advisor Representative working at Ballew Advisors Inc. in Jackson, MS and has over 33 years of experience in the finance industry.

7
Sherry M. Mosley
CRD#: 5637050
4800 I-55 North, Suite 21, Jackson, MS 39211

Sherry Mosley (CRD# 5637050) is an Investment Advisor Representative working at Ballew Advisors Inc. in Jackson, MS and has over 10 years of experience in the finance industry.

8
Robert S. Rives
CRD#: 4505126
4800 I-55 North, Suite 21, Jackson, MS 39211

Robert Rives (CRD# 4505126) is an Investment Advisor Representative working at Ballew Advisors Inc. in Jackson, MS and has over 14 years of experience in the finance industry.

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