Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Blake? Claim Your ProfileBlake Todd has been in the financial services industry since 1979. Blake is currently registered with D.a. Davidson & Co. in Fresno, CA. Blake is also registered as an Investment Advisor Representative in California, Florida, and Texas. Prior to joining D.a. Davidson & Co., Blake held positions with Crowell Weedon & Co., Crowell, Weedon & Co., The Seidler Companies Incorporated, RBC Dain Rauscher Inc., Sutro & Co. Incorporated, Smith Barney Inc., Lehman Brothers Inc., Kidder, Peabody & Co. Incorporated, and Dean Witter Reynolds Inc. Blake specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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.
Guidance on pension options to ensure a secure financial future.
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.
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
CA
09/19/2018 - Present
D.a. Davidson & Co. (FRESNO CA)
CA
11/04/2013 - 11/25/2013
CROWELL WEEDON & CO. (FRESNO CA)
CA
12/06/2006 - 11/04/2013
CROWELL, WEEDON & CO. (FRESNO CA)
CA
02/11/2005 - 12/31/2006
THE SEIDLER COMPANIES INCORPORATED (FRESNO CA)
NY
03/09/2002 - 02/18/2005
RBC DAIN RAUSCHER INC. (NEW YORK NY)
CA
02/19/1997 - 03/09/2002
SUTRO & CO. INCORPORATED (SAN FRANCISCO CA)
NY
07/31/1993 - 03/06/1997
SMITH BARNEY INC. (NEW YORK NY)
NY
03/21/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
12/01/1981 - 03/15/1988
KIDDER, PEABODY & CO. INCORPORATED
NA
12/21/1979 - 12/15/1981
DEAN WITTER REYNOLDS INC.
IA
Issued 07/09/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/20/2015
Series 24 - General Securities Principal Examination
BC
Issued 04/01/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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