Melba Ballard (CRD# 3016627) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Tamarac, FL and has 1 year of experience in the finance industry.
CRD# 2380973
Morgan Stanley
CRD# 2671374
Osaic Wealth, Inc.
CRD# 1236992
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Tamarac, FL | Jun 2023 - Current | < 1 |
| State Farm Vp Management Corp. | Tamarac, FL | Jan 2017 - Current | 7 |
| Melba Ballard Insurance Agency | Tamarac, FL | Jan 2017 - Current | 7 |
| State Farm Investment Management Corp | Tamarac, FL | Sep 2018 - Jun 2019 | < 1 |
| Melba Ballard Insurance Agency | Plantation, FL | Sep 2001 - Jan 2017 | 15 |
| State Farm Vp Management Corp. | Plantation, FL | Sep 2001 - Jan 2017 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management10,165MILLIONS
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Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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