Wade
Ballard
Stifel, Nicolaus & Company, Inc
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About this Advisor
Wade Ballard is a financial advisor who works in Venice, Florida with 3 years of relevant experience. Ballard is an advisor for Stifel, Nicolaus & Company, Inc. Throughout their career, they have worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Jon Bullas Golf, Bank Of America, N.A and Stifel Nicolaus & Co Inc. Ballard maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in Florida and Texas. Stifel, Nicolaus & Company, Inc is an advisory business operating out of Saint Louis, MO. It has offices in 459 locations and a total of 6,729 advisors. It administers $133 billion in total assets between its 334,814 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises 1,312 charitable organizations. Of its 334,814 accounts, 24% are held by high-net-worth individuals who have at least $1 million in assets. Stifel, Nicolaus & Company, Inc provides a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fees typically are based on the financial services provided. However, fee types billed by Stifel, Nicolaus & Company, Inc likely include asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Stifel, Nicolaus & Company, Inc Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$132,550,931,898
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
6,729
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
334,814
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$395,894
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Wade Ballard Work History
Wade has been registered as a financial advisor for 3 years.*
Stifel Nicolaus & Co Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Jon Bullas Golf
Bank Of America, N.A
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Wade Ballard to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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