Sherry
Mosley

Ballew Advisors Inc

CRD#5637050
Investment Advisor
in Jackson, MS

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About this Advisor

Sherry Mosley is a financial advisor who works in Jackson, Mississippi. Mosley is currently employed by Ballew Advisors Inc. During their career, Mosley has held roles at Ballew Investments, Inc and Ballew Advisors Inc. Mosley has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in Mississippi. Ballew Advisors Inc is a financial advisory company operating out of Jackson, MS. It handles $840 million in total assets between its 1,207 client accounts, placing it among the larger financial advisory firms in the nation by assets under management. The firm advises four charities and foundations. Of its 1,207 client accounts, just 8% are associated with high-net-worth investors who have more than $1 million in investable assets. Ballew Advisors Inc has a wide array of services, such as 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. Fees charged by financial advisors vary depending on the financial services offered. Fees charged by Ballew Advisors Inc can include some blend of asset-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

less than 1 year

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

$839,696,199

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

11

MS Average: 11
Total Number of Accounts

1,207

MS Average: 582
Average Account Size

$695,689

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

Sherry Mosley Work History

Sherry has been registered as a financial advisor for 0 years.*

2009 - Present (15 years)

Ballew Investments, Inc

2009 - Present (15 years)

Ballew Advisors Inc

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

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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