Advisor at Crosby Advisory Group, LLC
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Firm
Crosby Advisory Group, LLC
Location
Ashland, OH 44805
Credentials
Series 65
Industry experience
4 years
Derek Ballinger is a Series 65-licensed advisor with Crosby Advisory Group, LLC, where he has worked since 2019. He has four years of industry experience and previously attended Ohio State University. Crosby Advisory Group provides portfolio management and advisory services to individuals, high-net-worth clients, and business corporations, using a long-term, modern portfolio theory approach. The firm customizes investment strategies based on client goals and risk tolerance, managing accounts primarily on a discretionary basis with regular monitoring and reviews.
1.00% annually
19 W. Main St.
Ashland, OH 44805
Ohio
Crosby Advisory Group
2019 - Present (7 years)
Ohio State University
2017 - 2021 (4 years)
Jim Rennaci For Congress
2016 - 2016 (1 year)
Orrville City Schools (Full Time Student)
2005 - 2017 (12 years)
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CFP®, Series 65
Ashland, OH
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Series 65
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Crosby Advisory Group, LLC
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Whitcomb & Hess, Inc.
CFP®, Series 66
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Whitcomb & Hess, Inc.
Series 65
Ashland, OH
Whitcomb & Hess, Inc.
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