Michael L. Ball, Cpa, LLC

Michael L. Ball, Cpa, LLC (CRD# 126647) is a financial advisory firm headquartered in Dawsonville, GA. They manage $34,600,000 in 55 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    55
    ACCOUNTS
  • Average Account Value
    $629,091
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

GA, LA

Financial Advisors at Michael L. Ball, Cpa, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Amy E. Amorosso
CRD#: 5405239
300 Old Dawson Village Rd, Suite 120, Dawsonville, GA 30534
90
Wealthminder
score

Amy Amorosso (CRD# 5405239) is an Investment Advisor Representative working at Michael L. Ball, Cpa, LLC in Dawsonville, GA and has 1 year of experience in the finance industry. Amy Amorosso 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
Michael L. Ball
CRD#: 4653332
300 Old Dawson Village Rd., Suite 120, Dawsonville, GA 30534
69
Wealthminder
score

Michael Ball (CRD# 4653332) is an Investment Advisor Representative working at Michael L. Ball, Cpa, LLC in Dawsonville, GA and has over 3 years of experience in the finance industry.

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