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Austin Ballenger is an Investment Advisor Representative associated with Blue Ridge Wealth Planners, based in Knoxville, TN. Austin is registered as an Investment Advisor Representative in North Carolina, Tennessee, and Virginia. Austin has passed the Uniform Investment Adviser Law Examination (Series 65). Austin also holds an insurance license. Austin has experience in the financial services industry.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Costs associated with the content of the workshop and/or course
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TN
03/25/2024 - Present
Blue Ridge Wealth Planners (KNOXVILLE TN)
IA
Issued 02/12/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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