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1621 South University Blvd. Suite A-2, Mobile, AL 36609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 1998-08-28 |
Branch Locations
851 East I-65 Service Rd. S. Suite #402, Mobile, AL 36606-3190 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial Inc | Phoenix | AZ | 01/2009 | 09/2023 |
| Osaic Wealth, Inc. | Mobile | AL | 09/2023 | Present |
1. Wealth Management Consultants LLC, (WMC), a State Registered Investment Advisor firm (RIA), Miles L. Ball is the Senior Partner at WMC. The address is 1621 South University Boulevard, Suite A-2, Mobile Alabama 36609, United States. Mr. Ball offers Investment Advisory and Financial Planning Services to Clients by Advising them in Financial Planning matters and investments through WMC. 2. Mr. Ball is Licensed by the State of Alabama to sell Insurance, Disability, Life, Long??Term Care, Health, Fixed, and Variable Annuities. He provides his clients insurance quotes and processes their insurance applications as needed. 3. Additionally, Mr. Ball, outside his duties as a Financial Advisor is a member of Jaguar Athletic Fund (JAF) Board, Representing the Soccer Team at the University of South Alabama. This is something he does personally with no compensation. As a Board member he attends meetings, provides advice to the Board related to the soccer program and encourages fan support of the team. 4. MILES BALL POSITION: Poll Inspector NATURE: Sole Propietorship INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 07/06/2020 ADDRESS: 6704 Chimney Top Dr N, Mobile AL 36695, United States DESCRIPTION: Volunteer Poll Inspector for elections in Mobile County. Basically I'm in charge of the Poll location and managing volunteers and the process of voters completing their voting during elections.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 1987-01-05 |
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