BD
BD

Blake Mcrae Dickens

6 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
271 advisors
Number of Clients
13,685 clients
Average Client Portfolio
$612K average
Assets Under Management
$8.4B

Fee Structure

Financial Planning:Investment management only
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Location

2035 Crocker Rd., Ste 103, Westlake, OH, 44145

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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 ActivitiesSells Insurance

Blake coaches the Hudson High School hockey team, works as an office assistant, sells disability insurance, and owns BMD Financial Advisory INC. He also owns Rosewood Realty LLC, a rental property.

Employment History
Current Registrations
Valmark Advisers, INC.
February 2020 - Present · 6 yrs
Valmark Securities, INC.Broker
December 2019 - Present · 6 yrs 2 mos
State Registrations12 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Blake Mcrae Dickens - Financial Advisor | TrueAdvisor