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Cameron Leon Blake

Trek Financial

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About Cameron Leon Blake

Cameron Blake is a financial advisor with over 10 years of experience in the financial services industry. Cameron is currently registered as an Investment Advisor Representative with Trek Financial. Cameron has a strong track record of providing financial planning and investment management services to individuals, families, and businesses. Cameron holds multiple licenses and designations, including Series 7, 63, 65, and SIE, and is committed to providing his clients with personalized, comprehensive financial advice.

Firm Information

Cameron Blake is currently registered with Trek Financial. Trek Financial, headquartered in Scottsdale, Arizona, is an independent financial advisory firm serving a diverse clientele, including individuals, families, businesses, non-profits, and retirement plans. With over 51 licensed agents and 3 investment advisor representatives, Trek Financial provides a comprehensive range of financial services, including financial planning, pension consulting, portfolio management, educational seminars, and selection of other advisors. The firm manages over $2.2 billion in assets for its clients, and has a strong focus on providing personalized financial guidance and wealth management solutions.
Trek Financial

8355 EAST HARTFORD DRIVE

SCOTTSDALE, AZ 85255

$2.26B

Assets Under Management

Not reported

Total Clients

62

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Cameron Blake’s Registration & Firm History

AZ

01/06/2023 - Present

Trek Financial (SCOTTSDALE AZ)

UT

05/03/2019 - 01/13/2023

WELLS FARGO CLEARING SERVICES, LLC (SAINT GEORGE UT)

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Licenses & Designations

IA

Issued 07/15/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/14/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/21/2021

Series 7TO - General Securities Representative Examination

BC

Issued 05/03/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 04/11/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Cameron Leon Blake.
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