April Blake
April Blake is a registered investment advisor at Founders Financial Securities, LLC, based in Warrenton, VA, with 13 years of industry experience. April is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Business Owners, Corporate Executives, Education Planning, and 8 more. Their firm serves 9,870 clients with $4.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.70% |
| $1M+ | 1.40% |
Fees vary by program and are negotiable. Maximum rates reach up to 2.75% depending on the specific program selected. The schedule reflects Private Wealth Solutions tiers; other programs charge flat percentage rates up to 2.75%.
Fee Estimator
Location
50 Sullivan St. Suite C, Warrenton, VA, 20186
Get directionsHistory
Regulatory History (1)
Criminal
February 2011Other Business ActivitiesSells Insurance
April is a partner at Beach, Blake, & Assoc Financial Services, LLC since 2011, where she sells insurance, and an IAR at Interactive Financial Advisors RIA since 2012. These activities take nearly full-time hours combined.
Employment History
Current Registrations
Founders Financial Securities, LLC
Founders Financial Securities LLCBroker
Previous Registrations
Fortune Financial Services, INC.Broker
Interactive Financial Advisors
State Registrations7 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
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