Blake Spencer
Blake Spencer is a registered investment advisor at The Pinnacle Financial Group, based in Rockville Centre, NY, with 7 years of industry experience. Blake operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 5,540 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TPFG offers investment management services where fees range from 0.0% to 2.50% of the value of your portfolio annually. The specific fee depends on the nature of your account, the amount you invest, and other considerations. If you are on the LPL SWM platform, you will pay separate transaction fees. Fees are negotiable.
Location
9 South Long Beach Road, Rockville Centre, NY, 11570
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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 The Pinnacle Financial Group as a DBA for his LPL business and provides investment advisory services through The Pinnacle Financial Group, dedicating full-time hours to each. He also engages in real estate rental through NYTENN Properties LLC and works as a financial advisor for non-variable insurance, spending minimal time and about 10-20% of his time, respectively.
Employment History
Current Registrations
The Pinnacle Financial Group
LPL Financial LLCBroker
State Registrations5 states
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