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MCQUEEN, BALL & ASSOCIATES INC.
MCQUEEN, BALL & ASSOCIATES INC.
BETHLEHEM, Pennsylvania
·
5 registered advisors
·
CRD# 104663
SEC# 801-21989
0
610-954-0400
01
Firm Overview
AUM
$1.2B
Regulatory assets under management
Employees
15
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at MCQUEEN, BALL & ASSOCIATES INC.
5 registered advisors
Jerry Blaine Mcqueen
BETHLEHEM, Pennsylvania
CRD# 725634
Michael Jason Peters
BETHLEHEM, Pennsylvania
CRD# 6613739
Scott Eric Polter
BETHLEHEM, Pennsylvania
CRD# 2208276
Todd Robert Fungard
BETHLEHEM, Pennsylvania
CRD# 6604638
William John Schultz
BETHLEHEM, Pennsylvania
CRD# 1174573
05
Office Locations
BETHLEHEM, Pennsylvania
5 advisors
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Data sourced from SEC Form ADV filings. MCQUEEN, BALL & ASSOCIATES INC. (CRD# 104663) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.