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Herman B
Series 65, Series 66
Statesville, NC
Balance Investments
Herman Brunson Jr. is the sole advisor at Balance Investments in Statesville, NC. He holds Series 65 and Series 66 licenses and has 14 years of industry experience, including previous work at Edward Jones. He has led Balance Investments since 2014. Balance Investments provides investment advisory services and financial planning to individuals, high-net-worth clients, and businesses, using a core-satellite strategic allocation tailored to client-specific factors and offering public educational seminars and webinars as part of its client education.
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