BR
CFP
BR
CFP

Blake Rawson

29 Years of Experience
Hudson, OH
BrokerSells Insurance

Blake Rawson is a CFP-designated registered investment advisor at LPL Financial LLC, based in Hudson, OH, with 29 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

89 First Street, Suite 212, Hudson, OH, 44236

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Blake is involved with Stratos Wealth Partners, providing investment advisory services and dedicating full-time hours to this activity. He also owns a plane through N3439M, LLC, which he rents or leases to flight schools, and runs Bourbon-Tracker.com, spending a few hours per week on it.

Employment History
Current Registrations
LPL Financial LLC
April 2017 - Present · 9 yrs 1 mo
Stratos Wealth Partners, LTD
September 2010 - Present · 15 yrs 8 mos
LPL Financial LLCBroker
September 2010 - Present · 15 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 1999 - September 2010 · 11 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1996 - September 2010 · 14 yrs 3 mos
State Registrations27 states
AZCACTDCFLGAILINKYLAMAMDMNMTNCNVNYOHOKORPASCTXVAWAWIWV
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.
Blake Rawson - Financial Advisor | TrueAdvisor