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Margaret Lynn Ballinger

OAK ASSOCIATES LTD·AKRON, Ohio
Series 65Clean record26 years registeredOAK ASSOCIATES LTD
3800 EMBASSY PARKWAY, AKRON, OH 44333CRD# 2794028Firm CRD# 108874

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Margaret Lynn Ballinger · AKRON, OH
Registration
CRD #2794028 · OAK ASSOCIATES LTD · 26 years registered
Brand Profile
Not yet started
01

Career History

OAK ASSOCIATES LTD
Oct 1999 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · October 6, 1999
Years registered · 26
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
OAK ASSOCIATES LTD
CRD 108874 · SEC 801-23632
AUM
$1.5B
Regulatory assets under management
Employees
9
63 client accounts
Services offered by OAK ASSOCIATES LTD
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
View all advisors at OAK ASSOCIATES LTD →
Introduction

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Frequently Asked Questions

What services does Margaret Lynn Ballinger offer?
Margaret Lynn Ballinger specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in AKRON, Ohio for a consultation.
What are Margaret Lynn Ballinger's credentials?
Margaret Lynn Ballinger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Margaret Lynn Ballinger located?
Margaret Lynn Ballinger is based in AKRON, Ohio, working with OAK ASSOCIATES LTD. Their office serves clients in the AKRON metropolitan area and surrounding communities.
How does Margaret Lynn Ballinger charge for services?
Margaret Lynn Ballinger's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OAK ASSOCIATES LTD?
OAK ASSOCIATES LTD has approximately 9 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at OAK ASSOCIATES LTD

James Dravo Oelschlager
AKRON, OH
Robert Donald Stimpson
AKRON, OH
Donna Lou Barton
AKRON, OH

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