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Dupree Ballew

Lincoln Financial Distributors, Inc.

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About Dupree Ballew

Dupree Ballew is a financial advisor at Lincoln Financial Distributors, Inc., a firm that is actively involved in broker-dealer services. Dupree has been in the financial industry since June 25, 2000, and holds the Series 6, Series 63, and SIE licenses. Dupree has previously worked for Lincoln Financial Advisors Corporation, Guidestone Financial Services, Transamerica Investors Securities Corporation, CUNA Brokerage Services, Inc., Paychex Securities Corporation, Ohio National Equities, Inc., ADP Broker-Dealer, Inc., Diversified Investors Securities Corp., and Intersecurities, Inc.

Firm Information

Dupree Ballew is currently registered with Lincoln Financial Distributors, Inc.. Lincoln Financial Distributors, Inc. is a Corporation formed in August 1967. It is registered with the SEC and in all 50 states, as well as Puerto Rico. The firm has disclosed three regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

984

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.

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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Dupree Ballew’s Registration & Firm History

IN

05/01/2024 - Present

Lincoln Financial Distributors, Inc. (FORT WAYNE IN)

IN

08/22/2022 - 05/01/2024

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

TX

05/14/2021 - 08/11/2022

GUIDESTONE FINANCIAL SERVICES (DALLAS TX)

NY

02/21/2019 - 04/29/2021

TRANSAMERICA INVESTORS SECURITIES CORPORATION (HARRISON NY)

IA

12/27/2016 - 02/15/2019

CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)

TX

06/15/2016 - 12/06/2016

PAYCHEX SECURITIES CORPORATION (IRVING TX)

OH

01/14/2013 - 03/11/2016

OHIO NATIONAL EQUITIES, INC. (CINCINNATI OH)

TX

08/11/2010 - 12/19/2011

ADP BROKER-DEALER, INC. (DALLAS TX)

IA

01/06/2010 - 05/26/2010

DIVERSIFIED INVESTORS SECURITIES CORP. (CEDAR RAPIDS IA)

IA

01/01/1999 - 12/31/2009

DIVERSIFIED INVESTORS SECURITIES CORP. (CEDAR RAPIDS IA)

FL

08/25/1998 - 11/06/1998

INTERSECURITIES, INC. (ST. PETERSBURG FL)

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Licenses & Designations

BC

Issued 06/13/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/24/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dupree Ballew.
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