BB
BB
Blake Bolden
8 Years of Experience
Pelham, AL
1 DisclosureBroker
Blake Bolden is a registered investment advisor at Cetera Investment Advisers LLC, based in Pelham, AL, with 8 years of industry experience. Blake is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10471 advisors
IM Fee
Planning only
Assets Under Management
$256.8B
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Location
2964 Pelham Parkway, Pelham, AL, 35124
Get directionsHistory
Regulatory History (1)
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Customer Dispute
April 2023Denied
Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2021 - Present · 5 yrs 8 mos
Cetera Investment Services LLCBroker
February 2021 - Present · 5 yrs 8 mos
Previous Registrations
Investment Advisors
May 2020 - February 2021 · 9 mos
Proequities, INC.Broker
November 2019 - February 2021 · 1 yr 3 mos
Nylife Securities LLCBroker
April 2010 - November 2011 · 1 yr 7 mos
State Registrations8 states
ALCADCFLGAMSNCTN
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.
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