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Michael Blake

29 Years of Experience
Holladay, UT
1 DisclosureBroker

Michael Blake is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Holladay, UT, with 29 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

6405 South 3000 East, Suite 250, Holladay, UT, 84121

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History

Regulatory History (1)
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Employment Separation After Allegations
October 2005
Other Business Activities

Michael works as an independent contractor for First Western Advisors, dedicating about half of his time to responsibilities of an Investment Advisor. He also owns and manages rental real estate, spending minimal time on this activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2020 - Present · 6 yrs 2 mos
Raymond James Financial Services, INC.Broker
February 2020 - Present · 6 yrs 3 mos
Previous Registrations
First Western Advisors
September 2011 - March 2020 · 8 yrs 6 mos
First Western AdvisorsBroker
September 2011 - December 2019 · 8 yrs 3 mos
Wilson-Davis & CO., INC.Broker
December 2007 - September 2011 · 3 yrs 9 mos
Belsen Getty, LLC
April 2007 - September 2011 · 4 yrs 5 mos
Investment Management CorporationBroker
November 2006 - October 2007 · 11 mos
Zions Investment Securities, INC
June 1999 - October 2005 · 6 yrs 4 mos
Zions Investment Securities, INC.Broker
May 1997 - October 2005 · 8 yrs 5 mos
Fidelity Brokerage Services, INC.Broker
September 1995 - April 1997 · 1 yr 7 mos
State Registrations9 states
AZCACOIDNCNJORTXUT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.