Charlotte
Ball
M1 Finance
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About this Advisor
Charlotte Ball is a financial advisor based in Greenville, South Carolina, working with M1 Finance. Charlotte has previously held positions at Raymond James Financial Services, Acac Fitness & Wellness Center, College Of Charleston, Kaminsky's Desert Cafe, Carpe Donut LLC, Mary Martin Gallery, Hagan Fine Art Studios, Vendue Hotel, Carson Advisory Group, University Of Virginia, and M1. Charlotte has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Charlotte is part of M1 Finance, which operates out of Greenville, South Carolina. The firm has 24 employees and offers services including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at M1 Finance includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
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M1 Finance Brokerage Details
24
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Charlotte Ball Work History
M1
Raymond James Financial Services
Carson Advisory Group
Hagan Fine Art Studios
Vendue Hotel
Mary Martin Gallery
Carpe Donut LLC
University Of Virginia
Acac Fitness & Wellness Center
Acac Fitness & Wellness Center
Kaminsky'S Desert Cafe
Acac Fitness & Wellness Center
College Of Charleston
Disclosures
Please visit the SEC profile of Charlotte Ball 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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