Blake Nelson is a CFP-designated registered investment advisor at LPL Financial LLC, based in Ogden, UT, with 21 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
2302 Washington Blvd, Ogden, UT, 84401
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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
Blake operates under the DBAs Zions Wealth Advisors and Zions Trust, acting as a relationship manager for trust services. Blake also receives renewal commissions on life insurance policies and owns Nelson Lawn Care, dedicating minimal time to the insurance commissions and a few hours per week to the lawn care business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
Beneficial Investment Services, INC.
Beneficial Investment Services, INC.Broker
Allegis Advisors, INC.
Equity Services, INC.Broker
State Registrations15 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.