Mcqueen, Ball & Associates Inc.

Mcqueen, Ball & Associates Inc. (CRD# 104663) is a financial advisory firm headquartered in Bethlehem, PA. They manage $1,142,786,022 in 1,037 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,143
    MILLION
  • Total Number of Accounts
    1,037
    ACCOUNTS
  • Average Account Value
    $1,102,012
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
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.

CA, CT, FL, IL, LA, MA, NC, NJ, NY, PA, SC, TX, VA

Financial Advisors at Mcqueen, Ball & Associates Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Jerry B. McQueen
CRD#: 725634
Main Street Commons, 561 Main Street, Suite 100, Bethlehem, PA 18018
96
Wealthminder
score

Jerry McQueen (CRD# 725634) is an Investment Advisor Representative working at Mcqueen, Ball & Associates Inc. in Bethlehem, PA and has over 35 years of experience in the finance industry. Jerry McQueen 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
Douglas J. Bender
CRD#: 835349
60 W Broad Street, Suite 300, Bethlehem, PA 18018
93
Wealthminder
score

Douglas Bender (CRD# 835349) is an Investment Advisor Representative working at Mcqueen, Ball & Associates Inc. in Bethlehem, PA and has over 9 years of experience in the finance industry.

3
William J. Schultz
CRD#: 1174573
60 W Broad Street, Suite 300, Bethlehem, PA 18018
93
Wealthminder
score

William Schultz (CRD# 1174573) is an Investment Advisor Representative working at Mcqueen, Ball & Associates Inc. in Bethlehem, PA and has over 33 years of experience in the finance industry.

4
Todd R. Fungard
CRD#: 6604638
60 W Broad Street, Suite 300, Bethlehem, PA 18018
90
Wealthminder
score

Todd Fungard (CRD# 6604638) is an Investment Advisor Representative working at Mcqueen, Ball & Associates Inc. in Bethlehem, PA and has 1 year of experience in the finance industry.

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