Best Investors Account Sign in
Inactive

James Paul Ball

Virtue Capital Management, LLC

Venice, FL

Brentwood, TN

Claim This Profile
Current Employers
Virtue Capital Management, Llc

12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-02-12
  • FL RA
    APPROVED
    Since 2026-02-12

Branch Locations

211 Nokomis Avenue South, Venice, FL 34285 • United States

12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States

Disclosures

1 disclosure category 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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Usa Financial Securities Ada MI 01/2015 09/2016
Lpl Financial, Llc Venice FL 09/2016 08/2019
Independent Financial Group South Venice FL 09/2019 11/2025
Medallion Financial Resources Venice FL 11/2025 12/2025
Simplicity Wealth Summit NJ 11/2025 02/2026
Virtue Capital Management, Llc Venice FL 02/2026 Present
  • 01/2015 → 09/2016
    Usa Financial Securities
    Ada, MI
  • 09/2016 → 08/2019
    Lpl Financial, Llc
    Venice, FL
  • 09/2019 → 11/2025
    Independent Financial Group
    South Venice, FL
  • 11/2025 → 12/2025
    Medallion Financial Resources
    Venice, FL
  • 11/2025 → 02/2026
    Simplicity Wealth
    Summit, NJ
  • 02/2026 → Present
    Virtue Capital Management, Llc
    Venice, FL
Previous Registrations
  • 2025-11-12 → 2026-02-03
    Simplicity Wealth
    Summit, NJ
    Venice, FL
  • 2022-08-22 → 2025-10-31
    Accurate Wealth Management, Llc
    Wesley Chapel, FL
    South Venice, FL
  • 2019-09-04 → 2022-08-15
    Independent Financial Group, Llc
    South Venice, FL
    San Diego, CA
    Venice, FL
  • 2016-10-04 → 2019-09-11
    Lpl Financial Llc
    Venice, FL
    San Diego, CA
    Venice, FL
  • 2015-01-13 → 2016-09-29
    Usa Financial Securities Llc
    Venice, FL
    Venice, FL
    Ada, MI
  • 2009-02-13 → 2015-01-09
    Woodbury Financial Services, Inc.
    Venice, FL
    Venice, FL
    Winter Park, FL
  • 2008-02-15 → 2008-12-31
    National Planning Corporation
    St. Petersburg, FL
    Venice, FL
  • 2007-08-31 → 2008-02-14
    Spc
    Venice, FL
Other Businesses

Insurance Licensed Life and health, Annuities, LTC

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-06-01
  • S63 Uniform Securities Agent State Law Examination
    1998-06-01
Designations

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PNC WEALTH MANAGEMENT LLC
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RAYMOND JAMES & ASSOCIATES, INC.
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

MICHAEL F PRAZNOVSKY
DEAN P MCCONVILLE
CYNTHIA DANKER MERRITT
Bonnie Jean Harmsen Gaudreau
Robert K Domke
James Walker Crites
Timothy Francis Hixson
Dustin R Hays

Other Offices

LPL FINANCIAL LLC · VENICE, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Venice, FL
PNC WEALTH MANAGEMENT LLC · VENICE, FL
EDWARD JONES · Venice, FL
EDWARD JONES · VENICE, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · VENICE, FL
EDWARD JONES · VENICE, FL
RAYMOND JAMES & ASSOCIATES, INC. · Venice, FL

More in Venice, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor