AdvisorOS Directory
Claim Profile
MB

Margaret Lynn Ballinger

OAK ASSOCIATES LTD·AKRON, Ohio
Unclaimed Profile
3800 EMBASSY PARKWAY, AKRON, OH 44333CRD# 2794028Firm CRD# 108874
01

About

Margaret Lynn Ballinger is a registered financial advisor based in AKRON, Ohio, affiliated with OAK ASSOCIATES LTD. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
OAK ASSOCIATES LTD
OAK ASSOCIATES LTD
AUM
$1.5B
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at OAK ASSOCIATES LTD →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2794028
Firm CRD# 108874
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in AKRON?

Browse all registered financial advisors in AKRON, Ohio or claim this profile if it's yours.

Browse AKRON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in AKRON
Shelly Ann Goering — VALMARK RETIREMENT ADVISERS, LLCMichael Andrew Mcclary — VALMARK ADVISERS INCDouglas Frederick Wilburn — VALMARK ADVISERS INCCaleb Jonathan Callahan — VALMARK ADVISERS INCLawrence Joseph Rybka — VALMARK ADVISERS INC
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile