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Margaret Arrington Sims

Balentine

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About Margaret Arrington Sims

Margaret Sims is a financial advisor at Balentine, LLC, an investment firm located in Atlanta, Georgia. Margaret has been in the financial industry since January 2011. Margaret holds the Series 66, Series 7, and Series 24 licenses. She is also a Certified Financial Planner. Margaret has experience working with clients in the following areas: charitable organizations, high-net-worth individuals, pooled investment vehicles, pension and profit-sharing plans, individuals other than high-net-worth, and state or municipal government entities.

Firm Information

Margaret Sims is currently registered with Balentine. Balentine is an investment advisory firm based in Atlanta, GA, with a focus on providing financial planning and portfolio management services to high-net-worth individuals, charitable organizations, pooled investment vehicles, and state or municipal government entities. The firm also provides portfolio management for businesses and selection of other advisors. Balentine has approximately $4.7 billion in assets under management.
Balentine

3344 PEACHTREE ROAD NE

ATLANTA, GA 30326

$4.69B

Assets Under Management

Not reported

Total Clients

7

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Margaret Sims’s Registration & Firm History

GA

04/22/2024 - Present

Balentine (ATLANTA GA)

GA

02/17/2021 - 07/12/2021

TRUIST INVESTMENT SERVICES, INC. (ATLANTA GA)

VA

01/02/2018 - 02/17/2021

BB&T SECURITIES, LLC (RICHMOND VA)

SC

04/22/2014 - 01/02/2018

BB&T INVESTMENT SERVICES, INC. (GREENVILLE SC)

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Licenses & Designations

BOTH

Issued 05/21/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/15/2018

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/22/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Margaret Arrington Sims.
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