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Michael Eugene Pearson

Investment Adviser Representative at BALENTINE

Atlanta, GACRD #2751813Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
26 yrs
States Registered
1 states
Exams Passed
8

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Michael Eugene Pearson has worked in the securities industry since 2000. They have passed the Series 66, 53, 52, 24, 10, 9, and 7 examinations. They are registered to provide investment advisory services in Georgia.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Georgia
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 9/10/2001
Series 52
Municipal Securities Representative Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 12/22/1997
Series 53
Municipal Securities Principal Examination
Passed 3/1/2004
Series 24
General Securities Principal Examination
Passed 9/6/2002
Series 10
General Securities Sales Supervisor - General Module Examination
Passed 3/4/2002
Series 9
General Securities Sales Supervisor - Options Module Examination
Passed 1/22/2002

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $5 Million1.00%
Next $7.5 Million0.75%
Next $10 Million0.60%
Next $10 Million0.50%
Next $25 Million0.40%
Next $25 Million0.30%
Next $17.5 Million0.25%
Next $150 Million0.20%
Over $250 Million+0.15%
Account minimum: $5,000,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Balentine Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

BALENTINECurrent
1/19/2024Atlanta, GA
TRUIST ADVISORY SERVICES, INC.
6/28/20169/6/2022Atlanta, GA
BB&T SECURITIES, LLC
12/10/20192/17/2021Richmond, VA
GENSPRING FAMILY OFFICES, LLC
6/28/201612/31/2017Atlanta, GA
SUNTRUST INVESTMENT SERVICES, INC.
6/26/201312/31/2016Atlanta, GA
PRIMERICA ADVISORS
2/8/20136/12/2013Charlotte, NC
TIAA-CREF ADVICE AND PLANNING SERVICES
2/6/20078/26/2011Charlotte, NC
RAYMOND JAMES FINANCIAL SERVICES
12/15/200412/31/2006Saint Petersburg, FL
INVEST FINANCIAL CORPORATION
10/7/200311/30/2004Tampa, FL
UBS FINANCIAL SERVICES INC.
1/30/20029/12/2003Weehawken, NJ

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Michael Eugene Pearson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Michael Eugene Pearson - Financial Advisor in Atlanta, GA | AdvisorFinder