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Blake Gordon

25 Years of Experience
Richmond, VA
1 DisclosureBroker

Blake Gordon is a registered investment advisor at Raymond James & Associates, INC., based in Richmond, VA, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

5820 Patterson Ave., Suite 100, Richmond, VA, 23226

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History

Regulatory History (1)
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Customer Dispute
December 2005
Denied
Other Business Activities

Blake owns two rental real estate properties, one since July 2020 and the other since December 2021. He dedicates minimal time to these activities.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
February 2017 - Present · 9 yrs 5 mos
Raymond James & Associates, INC.
February 2017 - Present · 9 yrs 5 mos
Previous Registrations
Capitol Securities Management, INC.
August 2009 - February 2017 · 7 yrs 6 mos
Capitol Securities Management, INC.Broker
August 2009 - February 2017 · 7 yrs 6 mos
Anderson & Strudwick, IncorporatedBroker
August 2005 - August 2009 · 4 yrs
Anderson & Strudwick, Incorporated
August 2005 - August 2009 · 4 yrs
Morgan Stanley
February 2003 - August 2005 · 2 yrs 6 mos
Morgan Stanley Dw INC.Broker
January 2001 - August 2005 · 4 yrs 7 mos
State Registrations17 states
ALCAFLGAILMDMOMTNCNYOHPASCTNTXUTVA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.