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Browse financial advisors

Compare investment adviser representatives and registered brokers by experience and registrations — compiled from public SEC and FINRA records.

Showing 24 advisors (page 2+)
BA

Blake Anthony Lopez-Bierwirth

Iowa·CRD #7291885
IA Rep

Investment Adviser Rep at MUTUAL OF OMAHA INVESTOR SERVICES, INC.

Experience
5 yrs
States
3
Exams
4
Since
2021
Est. fee
AUM / Hourly / Flat Fee / Other
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BA

Blake Anthony Rodriguez

Arizona·CRD #8228656
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

States
8
Exams
3
Since
2026
Est. fee
AUM / Commission / Flat Fee
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BA

Blake Arthur Pollock

Alabama·CRD #1842567
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
33 yrs
States
53
Exams
7
Since
1993
Est. fee
AUM / Commission / Flat Fee
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BA

Blake Austine Macklin

Florida·CRD #6751415
IA Rep

Investment Adviser Rep at NESTEGGS, INC.

Experience
9 yrs
States
1
Exams
1
Since
2017
Est. fee
AUM / Hourly / Flat Fee
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BA

Blake Austin Soto

California·CRD #7316056
Dual-registered

Dual-registered at NAVY FEDERAL INVESTMENT SERVICES, LLC

Experience
5 yrs
States
10
Exams
4
Since
2021
Est. fee
AUM
Minimum
$50k
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BB

Blake Barret Stroube

N/A·CRD #8155245
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
1 yrs
Exams
3
Est. fee
AUM / Hourly / Flat Fee
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BB

Blake Benton

Arizona·CRD #7560425
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
3 yrs
States
21
Exams
3
Since
2023
Est. fee
AUM / Hourly / Flat Fee
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BB

Blake Bishop

Louisiana·CRD #7736579
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
2 yrs
States
7
Exams
5
Since
2024
Est. fee
AUM / Hourly / Flat Fee
View profile
BB

Blake Brian Bourne

Alabama·CRD #5809837
Dual-registered

Dual-registered at SYNOVUS SECURITIES, INC.

Experience
16 yrs
States
53
Exams
4
Since
2010
Est. fee
AUM / Commission / Hourly / Flat Fee
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BB

Blake Burton

Alabama·CRD #7679138
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
3 yrs
States
53
Exams
3
Since
2023
Est. fee
AUM / Commission / Flat Fee
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BC

Blake Charles Adams

Arizona·CRD #6492477
Dual-registered

Dual-registered at AVANTAX PLANNING PARTNERS, INC.

Experience
11 yrs
States
4
Exams
3
Since
2015
Est. fee
AUM / Hourly / Flat Fee
View profile
BC

Blake Charles Lane

California·CRD #7476497
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
4 yrs
States
12
Exams
3
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile
BC

Blake Christian White

Arkansas·CRD #5897304
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
13 yrs
States
6
Exams
5
Since
2013
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BC

Blake Christopher Baker

Alabama·CRD #7626334
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
4 yrs
States
37
Exams
4
Since
2022
Est. fee
AUM / Hourly / Flat Fee
View profile
BC

Blake Christopher Gaulden

North Carolina·CRD #4995384
Dual-registered

Dual-registered at OSAIC ADVISORY SERVICES, LLC

Experience
17 yrs
States
1
Exams
3
Since
2009
Est. fee
AUM / Hourly / Flat Fee
View profile
BC

Blake Clynes

Missouri·CRD #6965989
Dual-registered

Dual-registered at RBF WEALTH ADVISORS

Experience
4 yrs
States
2
Exams
3
Since
2022
Est. fee
AUM / Hourly / Flat Fee
View profile
BC

Blake Connor Isaeff

Arizona·CRD #6871871
IA Rep

Investment Adviser Rep at GOLDEN STATE WEALTH MANAGEMENT, LLC

Experience
6 yrs
States
4
Exams
4
Since
2020
Est. fee
AUM / Other
View profile
BC

Blake Curtin

Alabama·CRD #7500825
Dual-registered

Dual-registered at MARINER ADVISOR NETWORK

Experience
3 yrs
States
47
Exams
3
Since
2023
Est. fee
AUM / Hourly / Flat Fee
View profile
BD

Blake Dana Deboer

California·CRD #7040893
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
8 yrs
States
1
Exams
3
Since
2018
Est. fee
AUM / Commission / Flat Fee
View profile
BD

Blake Daniel Helms

Arizona·CRD #6526830
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
11 yrs
States
16
Exams
5
Since
2015
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BD

Blake David Flanders

Florida·CRD #7634383
Dual-registered

Dual-registered at MOMENTUM WEALTH PLANNING

Experience
4 yrs
States
1
Exams
3
Since
2022
Est. fee
AUM
View profile
BD

Blake David William Dougherty

Arizona·CRD #6524689
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
11 yrs
States
44
Exams
3
Since
2015
Est. fee
AUM / Commission / Flat Fee
View profile
BD

Blake Douglas Suttie

Alabama·CRD #6444398
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
11 yrs
States
52
Exams
5
Since
2015
Est. fee
AUM / Commission / Flat Fee
View profile
BD

Blake Douglas Williams

Nebraska·CRD #6896814
IA Rep

Investment Adviser Rep at ORION PORTFOLIO SOLUTIONS, LLC

Experience
7 yrs
States
1
Exams
1
Since
2019
Est. fee
AUM / Flat Fee / Performance-based
View profile

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Disclaimer

This directory contains publicly available information from SEC IAPD (Investment Adviser Public Disclosure) and FINRA BrokerCheck. The information is provided for informational purposes only and does not constitute a recommendation or endorsement. Please conduct your own due diligence and consult with a qualified professional before making any investment decisions.

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