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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Blake? Claim Your ProfileBlake Doyle is a financial advisor with over 17 years of experience in the industry. Blake currently works at Chevy Chase Trust Co. and is registered as an investment advisor in the District of Columbia, Maryland, and Virginia. Blake has a strong background in portfolio management and has worked with a variety of clients, including high-net-worth individuals, investment companies, and pooled investment vehicles. Blake has a Series 7, Series 63, Series 65, and Series 66 license. Prior to joining Chevy Chase Trust Co., Blake worked at Height Securities, LLC, IRC Securities LLC, and FBR Capital Markets & CO. Blake offers a range of financial planning services, including portfolio management for individuals, businesses, and investment companies. Blake also provides trustee and investment management for collective funds and educational seminars.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Trustee and investment manager for collective funds
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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MD
11/30/2016 - Present
Chevy Chase Trust Co. (BETHESDA MD)
DC
05/03/2010 - 01/23/2017
HEIGHT SECURITIES, LLC (WASHINGTON DC)
DC
09/14/2009 - 05/26/2010
IRC SECURITIES LLC (WASHINGTON DC)
VA
01/13/2005 - 09/24/2009
FBR CAPITAL MARKETS & CO. (ARLINGTON VA)
CA
11/12/2003 - 11/18/2003
FRIEDMAN, BILLINGS, RAMSEY & CO., INC. (LOS ANGELES CA)
IA
Issued 03/02/2017
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/16/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/19/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/23/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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