Clyde
Mosley

Ballew Advisors Inc

CRD#1517941
Investment Advisor
in Jackson, MS

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About this Advisor

Clyde Mosley is a financial advisor based in Jackson, Mississippi, working with Ballew Advisors Inc. Clyde has previously held positions at S B Holding Company, Inc, Bia, Inc, Independent Pension Solutions, LLC, Ballew Investments, Inc, Ballew Advisors Inc, Security Ballew Inc, Ballew Advisors, Inc, and Ballew Wealth Management, LLC. Clyde has passed the Series 63 regulatory exam and is registered to provide services in Mississippi. Currently, Clyde is part of Ballew Advisors Inc, which operates out of Jackson, Mississippi. The firm has 11 employees and manages assets totaling $1.0 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and publication of newsletters. The fee structure at Ballew Advisors Inc includes asset-based and other fees.

Certifications and Registrations

Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Others

Office Location

100 Vision Drive Suite 325
Jackson, MS 39211

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Ballew Advisors Inc Brokerage Details

Total Assets Under Management

$1,043,103,728

MS Average: $479,240,389
Total Number of Employees

11

MS Average: 11
Total Number of Accounts

1,668

MS Average: 582
Average Account Size

$625,362

MS Average: $823,437

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
  • Publication of periodicals or newsletters

Clyde Mosley Work History

2023 - Present (1 year)

Ballew Wealth Management, LLC

2017 - Present (7 years)

Ballew Investments, Inc

2017 - Present (7 years)

Ballew Advisors, Inc

2006 - Present (18 years)

S B Holding Company, Inc

2006 - Present (18 years)

Bia, Inc

2006 - Present (18 years)

Ballew Investments, Inc

2006 - Present (18 years)

Ballew Advisors Inc

2006 - Present (18 years)

Security Ballew Inc

2006 - 2020 (14 years)

Independent Pension Solutions, LLC

Disclosures

Please visit the SEC profile of Clyde Mosley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ballew Advisors Inc

Sherry Mosley
Jackson, MS
Alan Mccormick
Jackson, MS
Clyde Mosley
Jackson, MS
James Hurt
Jackson, MS
Robert Rives
Jackson, MS
Thomas Dale
Jackson, MS
Karl Byrd
Jackson, MS

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