Best Investors
Account
Sign in
Best Investors
Account
Sign in
773 W Montrose St, Clermont, FL 34711 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-04 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| All Financial Advisory, Llc Dba Ballard Financial Group | Clermont | FL | 02/1998 | Present |
| Ae Wealth Management | Topeka | KS | 07/2016 | Present |
| Ballard Wealth Management Llc | Clermont | FL | 12/2023 | Present |
| Ballard Wealth Management Llc | Clermont | FL | 06/2024 | Present |
1. ALL FINANCIAL ADVISORY, LLC DBA BALLARD FINANCIAL GROUP - 773 W MONTROSE STREET CLERMONT, FL - HEALTH INSURANCE SALES, MEDICARE SUPPLEMENTS, LONG TERM CARE, HEALTH INSURANCE - SALE OF ANNUITIES, INDEX, FIXED WITH VARIOUS COMPANIES - SALE OF LIFE INSURANCE, TERM, WHOLE LIFE, INDEXED, JOINT LAST SURVIVOR. OWNER/CEO 1998. 120 HOURS PER MONTH, 120 HOURS DURING TRADING HOURS. 2. AE WEALTH MANAGEMENT, INVSTMENT RELATED, TOPEKA, KS; RIA; IAR; REMAINING REGISTERED SOLELY FOR THE PURPOSES OF TRANSITIONG CLIENTS TO BALLARD WEALTH MANAGEMENT LLC; 07/2016; VARIOUS HRS. FOR THE PURPOSE OF TRANSITIONING CLIENTS TO BALLARD WEALTH MANAGEMENT LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-28 |
Reach out to this advisor