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John Balentine

MORGAN INVESTMENTS INC·GREENVILLE, South Carolina
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720 S PLEASANTBURG DRIVE, GREENVILLE, SC 29607CRD# 2171534Firm CRD# 105977
01

About

John Balentine is a registered financial advisor based in GREENVILLE, South Carolina, affiliated with MORGAN INVESTMENTS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Fee-Only Advisory
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
MORGAN INVESTMENTS INC
MORGAN INVESTMENTS INC
AUM
$61M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at MORGAN INVESTMENTS INC →
Services
Portfolio management (individuals)
Pension consulting
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2171534
Firm CRD# 105977
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Balentine offer?
John Balentine specializes in Investment Management, Retirement Planning, Fee-Only Advisory. Contact their office in GREENVILLE, South Carolina for a consultation.
What are John Balentine's credentials?
John Balentine is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Balentine located?
John Balentine is based in GREENVILLE, South Carolina, working with MORGAN INVESTMENTS INC. Their office serves clients in the GREENVILLE metropolitan area and surrounding communities.
How does John Balentine charge for services?
John Balentine'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 MORGAN INVESTMENTS INC?
MORGAN INVESTMENTS INC has approximately 1 employees and manages $61M 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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