Margaret Lynn Ballinger
Investment adviser representative at Oak Associates Ltd
30 yearsExperience
1 stateRegistered in
$1.8BFirm assets
41 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
30 years in the industry.
- Oak Associates, Ltd.Jan 1996 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 1 state (OH).
Oak Associates Ltd
$1.8BAssets managed
42Clients
3Advisers
41 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2794028
- Firm CRD
- 108874