Appaiah Ballachanda

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About Appaiah Ballachanda

As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal. In today's economic environment brings challenges. But along with challenges come opportunities and potential rewards.

Founder + Senior Wealth Strategist Appaiah Ballachanda never considered becoming a financial advisor. However, the struggle of a frustrated family member upset that she couldn't find an advisor willing to help her, that made him wonder how many others were ignored, and how he could change that? Appaiah wants to help you pursue your dreams. Three things set Appaiah apart from other financial advisers: 1. Appaiah's life experiences informs his family-first, global perspective. His boundless optimism is born from his journey as an immigrant, at age 32, from a region ruled by corruption, bribery, and a disregard for human life to the United States, where opportunity is available for the taking. 2. Appaiah's broad professional experience informs his unique insights. 3. Helping others pursue their goals is Appaiah's life work. That purpose is why he opened Abacus Financial in Henrico, Virginia in 2015, and that's what inspires him build a team of like-minded financial professionals who establish strong, trusting relationships with the people who serve.

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General Information

Firm Start Year

2015

No. of Employees

CRD#

4839449

Firm CRD#

6413

States Licensed in

CA, CO, FL, IN, KY, MD,NV, NY,NC,TX, UT,VA,WA

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Risk Management

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, CEPA^®

Securities Licenses

Series 7, Series 66

Insurance and Annuity Licenses

Life, Variable Annuity, Long Term Care, Variable Life, Annuity, Disability

Firm Information

Total Assets Under Management by Advisor

45,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$100,000

Compensation Methods

Based on Assets, Hourly

Education

Masters of Business Administration - Business Administration

Okalahoma City University
08/01/1999 -05/05/2001

Disclosures

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LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

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Paladin Research Report For:

Abacus Financial Services