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Kent Ballard

28 Years of Experience
Highland, MI
1 DisclosureBroker

Kent Ballard is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Highland, MI, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1641 S Milford Rd, Ste C103, Highland, MI, 48357

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History

Regulatory History (1)
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Customer Dispute
February 2010
Denied
Other 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
September 2010 - Present · 16 yrs
Raymond James Financial Services, INC.Broker
March 1998 - Present · 28 yrs 6 mos
State Registrations34 states
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AdvisorBrokerBoth

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
No exam information available for this advisor.