Margaret L. Ballinger

OAK ASSOCIATES LTD

AKRON, OH 44333

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CRD#: 2794028

Professional summary

Margaret Lynn Ballinger, who also goes by Margaret Ballinger, Margaret Walsh, is a registered financial advisor currently at OAK ASSOCIATES LTD located in Akron, Ohio.

Margaret is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Margaret has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Margaret Ballinger | Margaret Walsh

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Margaret Lynn Ballinger's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 6, 1999 - Present

OAK ASSOCIATES LTD

Office #1: 3800 Embassy Parkway Suite 310, Akron, OH 44333

RIA

CRD#: 108874

AKRON, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

OAK ASSOCIATES LTD

CRD#: 108874 / SEC#: 801-23632

RIA

Registered Investment Advisory firm - (3/13/1985 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(10/6/1999)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/13/1996

Uniform Investment Adviser Law Examination

Current Firm

OAK ASSOCIATES LTD

CRD#: 108874 / SEC#: 801-23632

RIA

Registered Investment Advisory firm - (3/13/1985 Approved)

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Contact information

Main Address

3800 Embassy Parkway Suite 31o, Akron, OH 44333

Mailing Address

Phone number

(330) 668-1234

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

OAK ASSOCIATES ADV PART 2A - MARCH 2025 (3/17/2025)

Regulatory assets under management

Total Number of Accounts	59
AUM (Assets Under Management)	$ 1,665,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Margaret L. Ballinger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Margaret Lynn Ballinger's CRS (Customer Relationship Summary).

Certified licenses

Experience

OAK ASSOCIATES LTD

Primary Firm SEC Registration

OAK ASSOCIATES LTD

State Registrations and Notice Filings

Exams

Series 65

Date: 8/13/1996

Current Firm

OAK ASSOCIATES LTD

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

OAK ASSOCIATES LTD

TRUST BUT VERIFY

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