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Michael Eugene Pearson

Balentine

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About Michael Eugene Pearson

Michael Eugene Pearson is a registered investment advisor representative at Balentine. Michael has been in the industry for over 20 years, and has experience at a variety of firms, including Truist Investment Services, Inc., BB&T Securities, LLC, PFS Investments Inc., TIAA-CREF Individual & Institutional Services, LLC, Raymond James Financial Services, Inc., Invest Financial Corporation, UBS Financial Services Incorporated of Puerto Rico, and UBS Financial Services Inc.. Michael has a wide range of experience in the industry, and is well-equipped to help clients with their financial planning needs.

Firm Information

Michael Pearson 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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Michael Pearson’s Registration & Firm History

GA

01/19/2024 - Present

Balentine (ATLANTA GA)

GA

06/18/2013 - 09/06/2022

TRUIST INVESTMENT SERVICES, INC. (ATLANTA GA)

VA

12/09/2019 - 02/17/2021

BB&T SECURITIES, LLC (RICHMOND VA)

NC

01/28/2013 - 06/12/2013

PFS INVESTMENTS INC. (CHARLOTTE NC)

NC

01/31/2007 - 08/26/2011

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)

FL

12/01/2004 - 12/31/2006

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)

WI

09/10/2003 - 11/30/2004

INVEST FINANCIAL CORPORATION (APPLETON WI)

PR

07/25/2002 - 09/12/2003

UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO (HATO REY PR)

NJ

12/23/1997 - 09/12/2003

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

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Licenses & Designations

BOTH

Issued 09/10/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/01/2004

Series 53 - Municipal Securities Principal Examination

BC

Issued 09/06/2002

Series 24 - General Securities Principal Examination

BC

Issued 03/04/2002

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/22/2002

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/22/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Eugene Pearson.
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