Terry Ballard
President at PIC International, Inc | Castroville, Texas, United States
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Terry Ballard serves as the President of PIC International, Inc., where he leverages his extensive background in diverse sectors, including oil and gas, public accounting, and real estate, to drive innovative solutions in financial life and investment consulting. With a robust foundation in Oil Patch Disposal Wells, R-2 Plants, and Trucking, Terry has honed his expertise in managing complex financial operations and optimizing asset allocation strategies. His multifaceted experience is complemented by a strong grasp of retirement planning and wealth management, allowing him to provide tailored investment advisory services that meet the unique needs of his clients.
At PIC International, Terry leads key projects that focus on enhancing financial literacy and investment strategies for individuals and businesses alike. His role as a Financial Life Annuity Investment Consultant involves guiding clients through the intricacies of retirement planning, ensuring they have the right tools and knowledge to secure their financial futures. With a keen eye for market trends, he adeptly navigates both equities and fixed income investments, employing a strategic approach to wealth management that emphasizes long-term growth and stability.
Terry's proficiency in Series 63 licensing and his sales acumen further bolster his ability to connect with clients, fostering trust and understanding in their financial journeys. His commitment to excellence in financial advisory and management, combined with his diverse skill set, positions him as a valuable asset to PIC International, Inc., where he continues to make a significant impact on the financial well-being of his clients.
President at PIC International, Inc in June 2015 to Present
Private Wealth Manager at Upstream Investment Partners, LLC in September 2013 to June 2015
Financial Advisor at Merrill Lynch in December 2010 to February 2013
Owner at Tycast, Inc dba Ballard Realty and Ballard Homes in January 1994 to December 2010
Controller at Crazy Cajun Enterprises, Inc in March 1991 to January 1994
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Texas A&M University, BBA, Finance and Accounting, July 1982 to July 1984
Texas A&M University, Bachelor of Science (BS), Economics, Who remembers that!, July 1976 to July 1981
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Series 7
Investments
Real Estate
Mortgage Lending
Wealth Management
Retirement Planning
Asset Allocation
Mutual Funds
Investment Advisory
Strategic Financial Planning
Series 63
Strategic Planning
Sales
Equities
Investment Strategies
Alternative Investments
Portfolio Management
Fixed Income
Retirement
Wealth
Financial Planning
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What company does Terry Ballard work for?
Terry Ballard works for PIC International, Inc
What is Terry Ballard's role at PIC International, Inc?
Terry Ballard is President
What is Terry Ballard's personal email address?
Terry Ballard's personal email address is te****[email protected]
What is Terry Ballard's business email address?
Terry Ballard's business email address is t****[email protected]
What is Terry Ballard's Phone Number?
Terry Ballard's phone (214) ***-*333
What industry does Terry Ballard work in?
Terry Ballard works in the Financial Services industry.
Terry Ballard Email Addresses
Terry Ballard Phone Numbers
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