Ballou Plum Wealth Advisors

ballou plum wealth advisors, llc is a premier, highly trusted wealth advisory firm with deep roots in the east bay. the firm is known as the "go to"​ firm for high net worth women and their families, providing clients a consistently excellent experience and fostering a sense of partnership between ballou plum, their clients and their professionals. ballou plum wealth advisors, llc was recognized in 2010 as a leading private wealth management firm in the san francisco business times based on client education, customer service model, and experience. the firm currently manages $270 million in client assets through lpl financial. securities offered through lpl financial. member finra/sipc (www.finra.org)/(www.sipc.org). for hyperlinks to finra and sipc please refer to the website section on lynn ballou's profile. third party posts found on this profile do not reflect the views of lpl financial and have not been reviewed by lpl financial as to accuracy or completeness. for a list of states