CB
CB

Christopher Blair Ballard

23 Years of Experience
2 Disclosures
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
9 advisors
Number of Clients
1,193 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$2.1B

Fee Structure

Minimum Investment:$500K
Financial Planning:Investment management only
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Location

575 Anton Blvd, Ste 500, Costa Mesa, CA, 92626-7685

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History

Regulatory History (2)
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Customer Dispute
June 2010
Settled
Customer Dispute
March 2008
Settled
Employment History
Current Registrations
Check Capital Management INC
August 2012 - Present · 13 yrs 6 mos
Previous Registrations
Green Thumb Financial
September 2009 - December 2012 · 3 yrs 3 mos
Charles Schwab & CO., INC.
May 2002 - May 2009 · 7 yrs
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.