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David Blake

7 Years of Experience
Birmingham, MI
Broker

David Blake is a registered investment advisor at Raymond James & Associates, INC., based in Birmingham, MI, with 7 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

325 N. Old Woodward Ave., Suite 320, Birmingham, MI, 48009

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

David is a partner in Top of The Hill Cottage, LLC, a rental real estate business, since 2023. He has no current day-to-day responsibilities, dedicating minimal time to the business.

Employment History
Current Registrations
Raymond James & Associates, INC.
June 2018 - Present · 7 yrs 11 mos
Raymond James & Associates, INC.
May 2018 - Present · 8 yrs
Raymond James & Associates, INC.Broker
May 2018 - Present · 8 yrs
State Registrations11 states
CACOFLINKYMDMINCOHTNTX
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.
David Blake - Financial Advisor | TrueAdvisor