Unclaimed
Danielle Ballard is a registered investment advisor representative with Prime Capital Financial. Danielle has been in the financial services industry since 2007 and has held positions at several firms including DST Systems Inc, State Street Bank and Trust Co, Bear State Financial, Longer Investments, Longer Financial, and Prime Capital Investment Advisors LLC. Danielle specializes in providing financial planning, investment management, and retirement planning services. Danielle has a Series 65 license.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Seminar fees, promoter fees, subscription fee financial plans
1
2
AR
07/24/2020 - Present
Prime Capital Financial (Fayetteville AR)
IA
Issued 07/24/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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