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Christopher Blair Ballard

Check Capital Management Inc.

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About Christopher Blair Ballard

Christopher Ballard is a registered investment advisor representative with Check Capital Management Inc. in Costa Mesa, California. Christopher Ballard is a financial advisor with 21 years of experience in the financial services industry, and is registered with the state of California. Christopher Ballard has passed the Series 66, Series 7, and Series 31 exams. Before joining Check Capital Management Inc., Christopher Ballard was registered with Charles Schwab & Co., INC. and Morgan Stanley DW INC. Christopher Ballard provides financial planning, portfolio management for individuals, and portfolio management for investment companies.

Firm Information

Christopher Ballard is currently registered with Check Capital Management Inc.. Check Capital Management Inc. is an investment advisor headquartered in Costa Mesa, CA. The firm provides financial planning and portfolio management services to individuals, investment companies, and corporations. They manage approximately $1.73 billion in assets for 2,142 clients. Check Capital's services include a wrap fee program.
Check Capital Management Inc.

575 ANTON BLVD

COSTA MESA, CA 92626-7685

$1.74B

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Christopher Ballard’s Registration & Firm History

CA

08/10/2012 - Present

Check Capital Management Inc. (COSTA MESA CA)

CA

05/09/2002 - 05/05/2009

CHARLES SCHWAB & CO., INC. (MISSION VIEJO CA)

NY

07/13/2000 - 04/10/2002

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 08/07/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/16/2000

Series 31 - Futures Managed Funds Examination

BC

Issued 07/12/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher Blair Ballard.
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