VETTED

Appaiah Ballachanda

CEPA®, CFP®
Abacus Financial Services
Appaiah Ballachanda
Tel: 804-762-0074 200 Westgate Pkwy Suite 103 Richmond, VA 23233
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.
About Abacus Financial Services
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial services world.

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.

Today's economic environment brings challenges. But along with challenges come opportunities and potential rewards. Our financial advisors work closely with our clients to evaluate those opportunities and reap those rewards.
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General Information
Firm Start Year:

2015

No. of Employees:

5-9 Employees

States Licensed in:

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

Number of Years with Current Firm:

14

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

Qualifications & Memberships
Insurance and Annuity Licenses:

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

Services
Investment Types:

Mutual Funds, Bonds, Stocks, Annuities, Insurance

I provide a free initial consultation:

Yes

Preferred meeting methods
Can meet clients in the following ways:

Our Office, Video Conference

Compensation and Fees
Fee Structure:

Fee-Based

Minimum Portfolio Size for New Managed Accounts:

$100,000

Compensation Methods:

Based on Assets, Hourly

Firm Information
Total Assets Under Management by Advisor:

45,000,000

Education
Masters of Business Administration - Business Administration:
Okalahoma City University
08/01/1999 - 05/05/2001
17 Years of Experience
Compliance
Registered Investment AdvisorYes
Registered RepresentativeYes
Investment Advisor RepresentativeYes
Acknowledged fiduciaryYes
Compliance Disclosures in Last 5 yearsI have a clean record
Criminal Disclosures in Last 5 yearsI have a clean record
Office Hours
Monday9:00 AM - 6:00 PM
Tuesday9:00 AM - 4:30 PM
Wednesday9:00 AM - 4:30 PM
Thursday9:00 AM - 6:00 PM
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