Christopher Ballard
Advisor at Ballard Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Ballard Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Ballard Wealth Management LLC
Location
Clermont, FL 34711
Credentials
CFP®, Series 63, Series 65
Industry experience
22 years
Christopher Ballard is a CFP® with 22 years of industry experience and is the principal advisor at Ballard Wealth Management LLC. He has been involved with Ballard Wealth Management since 2023 and also operates All Financial Advisory, LLC dba Ballard Financial Group, where he is owner and CEO and manages health and life insurance sales. Prior to focusing on his current firm, he was associated with AE Wealth Management for over a decade. Ballard Wealth Management LLC provides discretionary asset management and financial planning primarily for individual clients, managing approximately $81 million across 281 client relationships. The firm employs third-party sub-advisors for portfolio implementation and integrates a licensed digital platform for estate-planning support, combining fundamental, technical, charting, and cyclical analysis in its investment approach.
Based on Ballard Wealth Management LLC
Maximum $250 for estate planning support services for clients with less than $500,000 or complicated plans
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001+: 1.00%
773 W Montrose St
Clermont, FL 34711
Florida
Ballard Wealth Management LLC
2024 - Present (2 years)
Ballard Wealth Management LLC
2023 - Present (3 years)
AE Wealth Management
2016 - Present (10 years)
All Financial Advisory, LLC dba Ballard Financial Group
1998 - Present (28 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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