Austin Ballenger (CRD# 7892866) is an Investment Advisor Representative working at Blue Ridge Wealth Planners in Knoxville, TN and has 1 year of experience in the finance industry.
CRD# 5686846
Primerica Advisors
CRD# 4511877
Ubs Financial Services Inc.
CRD# 2790169
Silver Oak Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Blue Ridge Wealth Planners | Knoxviile, TN | Mar 2024 - Current | < 1 |
| Sysco Food Services | Knoxville, TN | Oct 2022 - Mar 2024 | 1 |
| Pepsi Company | Knoxville, TN | Dec 2021 - Oct 2022 | < 1 |
| Cook's | Knoxville, TN | Mar 2021 - Dec 2021 | < 1 |
| Sysco Food Services | Knoxville, TN | Dec 2016 - Dec 2020 | 4 |
| Ut Medical Center | Knoxville, TN | Jul 2016 - Dec 2016 | < 1 |
| Breakout | Knoxville, TN | Dec 2014 - Jul 2016 | 1 |
| N/a | Knoxville, TN | Jan 2014 - Dec 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- NC
- TN
- VA
-
Total Assets Under Management201MILLIONS
-
Total Number of Accounts1,846ACCOUNTS
-
Average Account Value$109,009
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
FL, GA, NC, TN, TX, VA
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