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James Bryan Keith Ballentine

DISCIPLINE WEALTH SOLUTIONS, INC.·GREENVILLE, South Carolina
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15 HALTON GREEN WAY, GREENVILLE, SC 29607CRD# 3183968Firm CRD# 315846
01

About

James Bryan Keith Ballentine is a registered financial advisor based in GREENVILLE, South Carolina, affiliated with DISCIPLINE WEALTH SOLUTIONS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
DISCIPLINE WEALTH SOLUTIONS, INC.
DISCIPLINE WEALTH SOLUTIONS, INC.
AUM
$93M
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at DISCIPLINE WEALTH SOLUTIONS, INC. →
Services
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 3183968
Firm CRD# 315846
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Bryan Keith Ballentine offer?
James Bryan Keith Ballentine specializes in Investment Management. Contact their office in GREENVILLE, South Carolina for a consultation.
What are James Bryan Keith Ballentine's credentials?
James Bryan Keith Ballentine is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Bryan Keith Ballentine located?
James Bryan Keith Ballentine is based in GREENVILLE, South Carolina, working with DISCIPLINE WEALTH SOLUTIONS, INC.. Their office serves clients in the GREENVILLE metropolitan area and surrounding communities.
How does James Bryan Keith Ballentine charge for services?
James Bryan Keith Ballentine's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DISCIPLINE WEALTH SOLUTIONS, INC.?
DISCIPLINE WEALTH SOLUTIONS, INC. has approximately 14 employees and manages $93M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in GREENVILLE
Patricia Balentine — BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.Christopher A. Jones — BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.Ralph Bryan Barany — BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.Tod Joel Robinson — PLANFIRST INCWilliam Henley Shawcross — BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.
Nearby cities in South Carolina
CHARLESTON (112)COLUMBIA (64)FORT MILL (31)MOUNT PLEASANT (28)FLORENCE (24)
City Guides
CHARLESTON GuideCOLUMBIA GuideFORT MILL GuideMOUNT PLEASANT GuideFLORENCE Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
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