Unclaimed
Andrew Phillip Blakley is an investment advisor representative with Virtue Capital Management, LLC, a firm registered with the SEC and located in Brentwood, TN. Andrew has been in the financial industry since 1999 and is also a registered representative. Andrew's previous employment history includes Sammons Securities Company, LLC, Allstate Financial Services, LLC, and Salomon Smith Barney Inc. Andrew is also the owner of 4 H&R Block offices and a financial planner with Financial Resource Planners Inc. Andrew provides financial planning, portfolio management for individuals, and educational seminars to clients. Andrew holds a Series 7, Series 63, and Series 65 license.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TN
09/02/2019 - Present
Virtue Capital Management, LLC (BRENTWOOD TN)
IN
02/03/2012 - 12/13/2013
SAMMONS SECURITIES COMPANY, LLC (ZIONSVILLE IN)
IN
12/02/2002 - 02/09/2012
ALLSTATE FINANCIAL SERVICES, LLC (INDIANAPOLIS IN)
NY
08/23/1999 - 12/12/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 05/21/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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