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professional profile

James B Ballentine, CFP

AgentIAR Greenville, SC CRD 3183968 Last verified October 2026

Overview

James B Ballentine is an insurance agent and an investment adviser representative based in Greenville, SC, with 27 years in the industry.

Years in the industry
27
States licensed
8
States registered
3
Carrier appointments
13

Contact

2 business emails and 1 phone number on file

Registrations and licenses

  • Licensed in 8 states
  • Registered in 3 states
  • Producer
  • Series 63
  • Series 65

4 lines of authority, with every state and its dates

Firms

Employment history since 1999

Carriers

13 active carrier appointments

Book and practice

Firm assets under management on file

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