GB
CFP
GB
CFP

Gregg Ballou

26 Years of Experience
Columbus, OH
Broker

Gregg Ballou is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Columbus, OH, with 26 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

4672 Larwell Drive, Columbus, OH, 43220

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Gregg works as an associate/employee for Ballou Family Office and Charles H Ballou CFP, both financial advisor support companies. He dedicates about half of his time to each of these roles as a financial advisor.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2014 - Present · 12 yrs 7 mos
Raymond James Financial Services, INC.Broker
June 1999 - Present · 27 yrs 3 mos
State Registrations1 state
OH
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.
Gregg Ballou - Financial Advisor | TrueAdvisor