Kent Ballard
Kent Ballard is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in East Lansing, MI, with 28 years of industry experience. Kent is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
271 Woodland Pass, Suite 210, East Lansing, MI, 48823
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2010Other Business Activities
Kent is the owner of Ballard Wealth Group, a support company and DBA, since 2017. He dedicates minimal time to this business, which involves marketing activities.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations35 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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