James B. Ballentine,  CFP<sup>&reg;</sup> - Financial Advisor

James B. Ballentine, CFP®

CRPC™

Financial Advisor

Ballentine Capital Advisors

15 Halton Green Way
Greenville, SC 29607
FINANCIAL ADVISOR'S WEBSITE
(864) 322-6046 CONNECT WITH James
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General

James Ballentine is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ballentine Capital Advisors in Greenville, SC and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CRPC

Insurance Licenses

  • Life insurance: SC, AL, FL, GA, NC, OH, TN, TX
  • Health/disability insurance: SC, AL, FL, GA, NC, OH, TN, TX
  • Fixed annuities: SC, FL, GA, NC, TX
  • Variable annuities: SC, FL, GA, NC

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Business Taxes, Investment Management, Corporate Finance, Estate Planning, Employee Benefits, Getting Divorced, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Life Planning, Starting a Family, Long-term Care, Sudden Wealth, Medical & Health Issues, Women's Finances

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