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Thomas Douglas Dale

BALLEW ADVISORS INC·JACKSON, Mississippi
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100 VISION DRIVE, JACKSON, MS 39211CRD# 2586868Firm CRD# 110522
01

About

Thomas Douglas Dale is a registered financial advisor based in JACKSON, Mississippi, affiliated with BALLEW ADVISORS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
BALLEW ADVISORS INC
BALLEW ADVISORS INC
AUM
$1.0B
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at BALLEW ADVISORS INC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Market timing services
04

Background

Compensation
Percentage of AUM
Other: SEE SCHEDULE D - MISCELLANEOUS
Regulatory
SEC/IARD CRD# 2586868
Firm CRD# 110522
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Thomas Douglas Dale offer?
Thomas Douglas Dale specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in JACKSON, Mississippi for a consultation.
What are Thomas Douglas Dale's credentials?
Thomas Douglas Dale is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Douglas Dale located?
Thomas Douglas Dale is based in JACKSON, Mississippi, working with BALLEW ADVISORS INC. Their office serves clients in the JACKSON metropolitan area and surrounding communities.
How does Thomas Douglas Dale charge for services?
Thomas Douglas Dale's firm is compensated through percentage of aum, other: see schedule d - miscellaneous. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BALLEW ADVISORS INC?
BALLEW ADVISORS INC has approximately 11 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in JACKSON
Karl Edgar Byrd — BALLEW ADVISORS INCHugh Long Davis — INSTITUTIONAL SERVICES GROUP, LLCCharles Warwick Alley — RESOLUTE WEALTH STRATEGIES, LLCCharles Fuller Marion — MAGNOLIA CAPITAL ADVISORS LLCJohn Walter Garrard — OPTIMUM FINANCIAL SERVICES, LLC
Nearby cities in Mississippi
RIDGELAND (52)OXFORD (15)GULFPORT (10)MADISON (9)CLARKSDALE (6)
City Guides
RIDGELAND GuideOXFORD GuideGULFPORT GuideMADISON GuideCLARKSDALE Guide
Research
Advisor Fees in MississippiNational Fee Analysis
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