SB
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Suzanne Blake

24 Years of Experience
Lubbock, TX
Broker

Suzanne Blake is a registered investment advisor at Blake|cooper Financial Strategies, based in Lubbock, TX, with 24 years of industry experience. Suzanne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Financial Planning & Coaching, High Net Worth.

Compensation
Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only

Fee Structure

  • Financial planning services are billed hourly at $200/hour for partners and $100/hour for associates.
  • Financial consulting services are billed hourly at $200/hour for partners and $100/hour for associates. Reduced rates may be offered in limited circumstances.
  • Collaborative divorce planning for couples requires a retainer fee, with hourly billing against the retainer at $200/hour for partners and $100/hour for associates. Unearned retainer fees are refunded.
  • Traditional divorce planning for individuals is billed hourly at $200/hour for partners and $100/hour for associates.
Hourly Rate:$100 - $200/hr
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Location

2001 Broadway, Lubbock, TX, 79401

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Suzanne is involved in numerous real estate ventures, including ownership and management of rental properties and LLCs holding real estate. She also serves on the board of the City of Lubbock Central Business District Reinvestment Zone and an advisory board for a hospice care organization.

Employment History
Current Registrations
Blake|cooper Financial Strategies
September 2015 - Present · 10 yrs 8 mos
Raymond James Financial Services Advisors, INC
April 2009 - Present · 17 yrs 1 mo
Raymond James Financial Services, INC.Broker
March 2009 - Present · 17 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2001 - March 2009 · 7 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2001 - March 2009 · 7 yrs 4 mos
State Registrations15 states
ARAZCACOFLGALAMONMNYOKTNTXUTVA
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.