Frank Ballinger
Frank Ballinger is a registered investment advisor at Centaurus Financial, INC., based in Leesburg, VA, with 46 years of industry experience. Frank is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 45,336 clients with $9.7B 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 advisory fee is 2.25% for most programs (1.50% for annuity and variable life management, 1.35% for adviser-directed accounts). Fees are negotiable at the discretion of the representative.
Fee Estimator
Location
540 Fort Evans Road, Ne, Suite #200, Leesburg, VA, 20176
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2010Other Business ActivitiesSells Insurance
Frank is a treasurer and board member of Olde Village Point Condominium Association, dedicating minimal time. He is also a producer/agent at ACC Agency, Inc., a general insurance agency, spending a few hours per week.
Employment History
Current Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Previous Registrations
Aegis Capital CORP.
Aegis Capital CORP.Broker
Capitol Securities Management, INC.
Capitol Securities Management, INC.Broker
Smith Barney INC.Broker
Lehman Brothers INC.Broker
Painewebber IncorporatedBroker
Butcher & Singer INC.Broker
State Registrations9 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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