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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Ballard is a financial advisor who specializes in providing financial planning and investment advice to individuals, corporations, and charitable organizations. He has been in the industry since 1995 and has a diverse background in both investment banking and wealth management. Ballard has worked for several prominent financial institutions, including Goldman, Sachs & Co., Morgan Keegan & Company, Inc., Stifel, Nicolaus & Company, Incorporated, and Cantor Fitzgerald & Co. Ballard currently works for Steel Grove Capital Advisors, LLC in Memphis, TN. His focus is on helping clients achieve their financial goals through personalized portfolio management strategies.
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.
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.
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.
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2
TN
01/01/2025 - Present
Steel Grove Capital Advisors, LLC (MEMPHIS TN)
TN
07/27/2015 - 05/04/2018
CANTOR FITZGERALD & CO. (MEMPHIS TN)
TN
10/11/2012 - 08/19/2015
STIFEL, NICOLAUS & COMPANY, INCORPORATED (MEMPHIS TN)
TN
05/01/2012 - 05/30/2012
WUNDERLICH SECURITIES, INC. (MEMPHIS TN)
TN
03/25/2002 - 04/19/2012
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
NY
07/21/2000 - 03/28/2002
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
08/27/1999 - 07/06/2000
J.C. BRADFORD & CO. (NEW YORK NY)
TN
11/14/1995 - 08/17/1999
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
IA
Issued 05/22/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/04/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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