Thomas
Dale
Ballew Advisors Inc
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About this Advisor
Thomas Dale is a financial advisor working out of Jackson, Mississippi with a total of 26 years of industry experience. Dale is on the advisory team at Ballew Advisors Inc. Over the course of their career, Dale has held roles at S B Holding Company, Inc, Bia, Inc, Independent Pension Solutions, LLC, Ballew Advisors, Inc, Ballew Investments, Inc, Security Ballew, Inc and Consilium Capital, LLC. Dale has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Mississippi. Ballew Advisors Inc is a registered investment firm that has its headquarters in Jackson, MS. It has $840 million in total assets across its 1,207 accounts, making it one of the larger investment advisory firms in the nation by assets under management. The firm serves four charitable organizations. Of its 1,207 client accounts, just 8% are associated with high-net-worth individuals who have greater than $1 million in assets. The business offers a diverse 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 for financial management usually vary depending on the type of services provided. However, fee types charged by Ballew Advisors Inc most likely are comprised of some combination of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ballew Advisors Inc Brokerage Details
$839,696,199
11
1,207
$695,689
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
Thomas Dale Work History
Thomas has been registered as a financial advisor for 26 years.*
Consilium Capital, LLC
S B Holding Company, Inc
Bia, Inc
Ballew Advisors, Inc
Ballew Investments, Inc
Security Ballew, Inc
Independent Pension Solutions, LLC
*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 Thomas Dale 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
Jackson, MS
Jackson, MS
Jackson, MS
Jackson, MS
Jackson, MS
Jackson, MS
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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