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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+)
BL

Blake L Wilson

Alabama·CRD #6970806
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
4 yrs
States
42
Exams
3
Since
2022
Est. fee
AUM / Flat Fee
View profile
BS

Blakely Scott Tanner

Alabama·CRD #7757454
Dual-registered

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

Experience
1 yrs
States
45
Exams
3
Since
2025
Est. fee
AUM / Commission / Flat Fee
View profile
BM

Blake Marcus Allen

Alabama·CRD #8142106
Dual-registered

Dual-registered at U.S. BANCORP ADVISORS, LLC

Experience
1 yrs
States
52
Exams
3
Since
2025
Fee
AUM / Other
View profile
BM

Blake Matthew Williamson

Utah·CRD #8070125
IA Rep

Investment Adviser Rep at SOLTIS INVESTMENT ADVISORS, LLC

Experience
1 yrs
States
1
Exams
1
Since
2025
Est. fee
AUM / Flat Fee / Performance-based
Minimum
$750k
View profile
BM

Blake Michael Detelich

Alabama·CRD #5540032
Dual-registered

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

Experience
18 yrs
States
52
Exams
6
Since
2008
Est. fee
AUM / Commission / Flat Fee
View profile
BM

Blake Morgan Williams

Georgia·CRD #5544384
Dual-registered

Dual-registered at SIGNATUREFD, LLC

Experience
13 yrs
States
1
Exams
2
Since
2013
Fee
AUM / Hourly / Flat Fee
Minimum
$2.0M
View profile
BM

Blake Morris

Alabama·CRD #5766818
Dual-registered

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

Experience
16 yrs
States
35
Exams
3
Since
2010
Est. fee
AUM / Commission / Flat Fee
View profile
BM

Blake M Welpton

Arizona·CRD #4042005
Dual-registered

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

Experience
27 yrs
States
22
Exams
3
Since
1999
Est. fee
AUM / Commission / Flat Fee
View profile
BN

Blake N Brown

Alabama·CRD #4839568
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
22 yrs
States
4
Exams
3
Since
2004
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BN

Blake Neil Rawson

Arizona·CRD #2732892
Dual-registered

Dual-registered at STRATOS WEALTH PARTNERS, LTD

Experience
30 yrs
States
27
Exams
6
Since
1996
Est. fee
AUM / Hourly / Flat Fee / Other
Minimum
$10k
View profile
BP

Blake Paul Thompson

California·CRD #8036872
Dual-registered

Dual-registered at CATALYST WEALTH MANAGEMENT LLC

Experience
1 yrs
States
5
Exams
3
Since
2025
Est. fee
AUM
Minimum
$1k
View profile
BP

Blake Peter Epstein

Alaska·CRD #3070710
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
28 yrs
States
29
Exams
7
Since
1998
Est. fee
AUM / Flat Fee
View profile
BP

Blake Pierce Luehlfing

Maryland·CRD #8138783
IA Rep

Investment Adviser Rep at INTENTIONAL WEALTH STRATEGIES

Experience
1 yrs
States
1
Exams
2
Since
2025
Est. fee
AUM / Flat Fee
View profile
BR

Blake Ray Wohlwend

Illinois·CRD #7713294
Dual-registered

Dual-registered at RITHOLTZ WEALTH MANAGEMENT

Experience
1 yrs
States
1
Exams
3
Since
2025
Fee
AUM / Flat Fee
View profile
BR

Blake Robert Anthony

Alabama·CRD #6669308
Dual-registered

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

Experience
8 yrs
States
19
Exams
3
Since
2018
Est. fee
AUM / Commission / Flat Fee
View profile
BR

Blake Robert Carlin

Alaska·CRD #6791308
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
8 yrs
States
18
Exams
3
Since
2018
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BR

Blake Robert Castaldo

California·CRD #5706552
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
15 yrs
States
6
Exams
5
Since
2011
Est. fee
AUM / Hourly / Flat Fee
View profile
BR

Blake Robert Fisher

Delaware·CRD #8206259
Dual-registered

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

States
10
Exams
3
Since
2026
Est. fee
AUM / Commission / Flat Fee
View profile
BR

Blake Robert Lynch

Colorado·CRD #6650717
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
9 yrs
States
6
Exams
3
Since
2017
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BR

Blake Robert Mai

Alabama·CRD #6127630
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
13 yrs
States
51
Exams
6
Since
2013
Est. fee
AUM / Hourly / Flat Fee
View profile
BR

Blake Robert McGovern

Kansas·CRD #8209972
Dual-registered

Dual-registered at HIGHTOWER ADVISORS, LLC

States
1
Exams
3
Since
2026
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
BR

Blake Ryan Schaper

Georgia·CRD #6893226
IA Rep

Investment Adviser Rep at BISON WEALTH, LLC

Experience
8 yrs
States
1
Exams
1
Since
2018
Est. fee
AUM / Hourly / Flat Fee
View profile
BS

Blake Scherr

Alabama·CRD #5043294
Dual-registered

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

Experience
8 yrs
States
53
Exams
5
Since
2018
Est. fee
AUM / Commission / Flat Fee
View profile
BK

Blakeslee Kitchin

Alabama·CRD #7803239
Dual-registered

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

Experience
2 yrs
States
43
Exams
3
Since
2024
Est. fee
AUM / Commission / Flat Fee
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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