Julian C. Ball
Professional summary
Julian Christopher Ball CFA, who also goes by Julian Christopher Ball, is a registered financial advisor currently at BALL WEALTH MANAGEMENT LLC located in Owings, Maryland.
Julian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Julian has worked at 5 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Julian Christopher Ball CFA's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 22, 2022 - Present
BALL WEALTH MANAGEMENT LLC
June 18, 2004 - February 24, 2005
QUEST CAPITAL STRATEGIES, INC.
June 21, 2000 - July 23, 2002
RIGGS SECURITIES INC.
August 15, 1994 - November 3, 2000
KEYBANC CAPITAL MARKETS INC.
March 15, 1994 - August 30, 1994
ALPS DISTRIBUTORS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/22/2022)
Exams
Current Firm
BALL WEALTH MANAGEMENT LLC
CRD#: 133583 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 9 |
| AUM (Assets Under Management) | $ 9,720,364 |
Red Flags
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