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Michael Lester Ball

Michael L. Ball, CPA, LLC

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About Michael Lester Ball

Michael Lester Ball is an Investment Advisor Representative with Michael L. Ball, CPA, LLC. Michael is registered in Florida, Georgia, and Louisiana. Michael has been in the financial industry since February 1999. Michael has a Series 65 license. Michael's firm offers financial planning and portfolio management for individuals. The firm also offers selection of other advisors. The firm manages approximately $80,296,432 in regulatory assets.

Firm Information

Michael Ball is currently registered with Michael L. Ball, CPA, LLC. Michael L. Ball, CPA, LLC is a registered investment advisor with approximately $80.29 million in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and corporations. They also offer selection of other advisors.

$80.30M

Assets Under Management

Not reported

Total Clients

3

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 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 Ball’s Registration & Firm History

GA

03/09/2016 - Present

Michael L. Ball, CPA, LLC (ATLANTA GA)

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Licenses & Designations

IA

Issued 09/20/2013

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Lester Ball.
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