Bonnie Blaylock
Bonnie Blaylock is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Newport News, VA, with 14 years of industry experience. Bonnie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
Location
11742 Jefferson Ave., Ste. 120, Newport News, VA, 23606-4407
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bonnie is an independent insurance broker with United Life since 2019, selling whole life insurance. She also works as a financial advisor at Langley Federal Credit Union, dedicating about a third of her time to this investment-related role.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Cetera Investment Services LLCBroker
Salomon Smith Barney INC.Broker
State Registrations18 states
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
More Advisors
- Weiwei Jin, CFPAmeriprise Financial Services, LLC
- Frank NickeyAmeriprise Financial Services, LLC
- Susan Mclean, CFPAmeriprise Financial Services, LLC
- Willis Eames, ChFCOsaic Wealth, INC.
- Michael Mason, CFP, ChFCMason & Associates, LLC
- Charles Jenks, CFP, ChFCFinancial Security Advisory INC