Best Investors Account Sign in
Inactive

Eugene Francis Balerna

The Bedminster Group

Bluffton, SC

Claim This Profile
Current Employers
The Bedminster Group

36 William Pope Dr Ste 201, Bluffton, SC 29909 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-01-01
  • SC RA
    APPROVED
    Since 2025-01-01

Branch Locations

36 William Pope Dr Ste 201, Bluffton, SC 29909 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Dividend Assets Capital, Llc Ridgeland SC 12/2014 09/2016
Oak Advisors, Llc Bluffton SC 09/2016 Present
The Bedminster Group Bluffton SC 01/2018 Present
Previous Registrations
  • 2016-09-20 → 2017-07-31
    Oak Advisors, Llc
    Bluffton, SC
  • 2015-03-25 → 2016-09-14
    Dividend Assets Capital, Llc
    Ridgeland, SC
  • 2006-04-04 → 2015-03-16
    Alpha Investment Advisors, Inc.
    Walpole, MA
  • 2005-03-16 → 2006-03-15
    The Danforth Associates, Inc
    Wellesley, MA
  • 1999-10-24 → 2005-10-18
    Alpha Investment Advisors, Inc.
    Norton, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-10-02
S63 Uniform Securities Agent State Law Examination 1992-07-23
  • S65 Uniform Investment Adviser Law Examination
    1998-10-02
  • S63 Uniform Securities Agent State Law Examination
    1992-07-23
Other Names
  • Gene Francis Balerna
  • Gene Balerna

View on SEC IAPD

Other Firms

OAK ADVISORS, LLC
LPL FINANCIAL LLC
GWN SECURITIES INC.
CHARLES SCHWAB & CO., INC.
RAYMOND JAMES & ASSOCIATES, INC.
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
VAN GROUW ADVISORS, LLC

Other Investors

JOHN CHARLES CHIACCHIERO
HEIDI OBENAUER YOSHIDA
MICHELLE ANN MYHRE
ALFRED ANTHONY CERRATI
Sarah Huie
Kevin Anthony Myhre
HEATHER MCKINNEY VENRICK
RICHARD MICHAEL SEBASTIAN

Other Offices

OAK ADVISORS, LLC · BLUFFTON, SC
LPL FINANCIAL LLC · BLUFFTON, SC
GWN SECURITIES INC. · Bluffton, SC
CHARLES SCHWAB & CO., INC. · Bluffton, SC
RAYMOND JAMES & ASSOCIATES, INC. · BLUFFTON, SC
CETERA INVESTMENT ADVISERS LLC · BLUFFTON, SC
STATE FARM INVESTMENT MANAGEMENT CORP. · Bluffton, SC
VAN GROUW ADVISORS, LLC · BLUFFTON, SC

More in Bluffton, SC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor