Ballew Advisors Inc

Samuel Mosley is a financial advisor with Ballew Advisors Inc in Jackson, MS, holding a Series 65 designation. He has held positions at Ballew Wealth Management, Sedgwick, Orgill, BKD, and Mississippi State University, totaling several years of professional experience across these roles. Ballew Advisors provides discretionary investment supervisory services, retirement plan advisory, and limited financial planning and Social Security consulting to individuals, pension and profit-sharing plans, trusts, estates, and businesses. The firm offers portfolio management using both fundamental and technical analysis and delivers client strategies based on individualized asset allocation and regular account reviews.

Thomas Dale is a financial advisor at Ballew Advisors Inc with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has held various roles at multiple affiliated companies since 2005, including positions as corporate secretary and insurance agent. His background includes work with Ballew Wealth Management, Consilium Capital, and several Ballew entities involved in wealth management and insurance services. Ballew Advisors is an SEC-registered investment advisory firm managing over $1 billion for approximately 832 clients through a six-advisor team. The firm offers discretionary portfolio management for individuals, pension and profit-sharing plans, trusts, and other entities, using a client-driven approach that incorporates asset allocation, fundamental and technical analysis, and both long- and short-term strategies.

Leah Doussard is a Series 65-licensed advisor at Ballew Advisors Inc with experience beginning in 2020. Her prior roles include positions at BlueTrust, Inc. and Snapshot Publishing. Ballew Advisors provides discretionary investment supervisory services, retirement plan advisory, and limited financial planning to individuals, pension plans, trusts, estates, and businesses. The firm employs individualized asset allocation and a combination of fundamental and technical analysis to manage portfolios across a range of securities, with quarterly reviews tailored to each client’s objectives and risk tolerance.

James Hurt is a ChFC® credentialed financial advisor with 45 years of industry experience. He has been with Ballew Advisors Inc. and affiliated firms since 2006. Outside of his advisory role, Hurt is a radio talk show host focusing on Social Security topics and has served as a FINRA arbitrator since 2007. Ballew Advisors is a SEC-registered investment advisory firm managing over $1 billion for individuals, pension plans, trusts, and other entities. The firm employs a client-driven investment approach using asset allocation, fundamental and technical analysis, and offers retirement plan advisory services alongside financial planning and Social Security consulting.

Robert Rives is a financial advisor at Ballew Advisors Inc with 19 years of industry experience. He holds a Series 66 designation and has been associated with several related entities, including Ballew Wealth Management, LLC and Bia, Inc. Outside of advisory services, he is involved as an insurance agent selling and servicing fixed insurance products. Ballew Advisors is a SEC-registered investment advisory firm that manages approximately $1.1 billion for about 832 clients through a six-advisor team. The firm provides discretionary portfolio management and retirement plan advisory services for individuals, trusts, and institutional clients, employing a client-driven investment approach based on documented objectives, risk tolerance, and tax considerations.

Alan Mccormick is a CFP® with 19 years of industry experience, currently serving at Ballew Advisors Inc. He has been associated with multiple related entities since 2006, including Ballew Wealth Management, LLC and Bia, Inc. Outside of advisory services, he is also active as an insurance agent selling and servicing fixed insurance products. Ballew Advisors is an SEC-registered investment advisory firm managing approximately $1.1 billion for individuals, pension plans, trusts, and other entities. The firm employs a client-driven investment approach that includes asset allocation and both fundamental and technical analysis, offering discretionary portfolio management alongside retirement plan advisory and financial planning services.

Sherry Mosley is a financial advisor at Ballew Advisors Inc in Jackson, MS, holding a Series 66 designation with 16 years of industry experience. She has been with Ballew Advisors Inc since 2009 and also worked at Ballew Investments, Inc. during that period. Ballew Advisors is a SEC-registered investment advisory firm managing approximately $1.1 billion for over 800 clients through a six-advisor team. The firm offers discretionary portfolio management for individuals, retirement plans, trusts, and other entities, employing client-driven strategies based on asset allocation, fundamental and technical analysis, with regular account reviews.

Clyde Mosley is a financial advisor at Ballew Advisors Inc with 38 years of industry experience. He holds a Series 63 designation and has held leadership roles in several affiliated firms, including serving as president and board member of multiple entities within the Ballew group. His background includes extensive involvement in wealth management, insurance services, and broker-dealer products. Ballew Advisors is a SEC-registered investment advisory firm managing over $1.1 billion for approximately 832 clients through a six-advisor team. The firm offers discretionary portfolio management for individuals, retirement plans, trusts, and other entities, using a client-driven approach that incorporates asset allocation, fundamental and technical analysis, and both long- and short-term strategies.

Karl Byrd is a CFP® with 46 years of experience in the financial services industry. He has been with Ballew Advisors Inc since 1991 and holds leadership roles in several related entities, including vice-president and board member positions. Byrd is also involved in insurance product sales and consulting for an insurance company. Ballew Advisors is a SEC-registered investment advisory firm managing over $1 billion for approximately 832 clients through a six-advisor team. The firm offers discretionary portfolio management and retirement plan advisory services, employing a client-driven investment approach that integrates asset allocation, fundamental and technical analysis, and regular account reviews.