Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Blake? Claim Your ProfileBlake Anderson is a financial advisor with over 9 years of experience in the industry. Anderson is currently registered with Capital Client Group, Inc., a firm with a focus on providing investment advice to high-net-worth individuals and families. Prior to joining Capital Client Group, Inc., Anderson worked at DFA Securities LLC, where they provided investment advice and portfolio management services to clients. Anderson holds the Series 63, Series 7, and SIE licenses and is also a Chartered Financial Analyst (CFA).
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.
Recommending affiliate as investment adviser of sma assets
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.
As agreed upon in a manner that covers registrant's costs
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2
CA
08/16/2022 - Present
Capital Client Group, Inc. (LOS ANGELES CA)
CA
10/23/2012 - 05/17/2021
DFA SECURITIES LLC (SANTA MONICA CA)
BC
Issued 07/22/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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