Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Steven Blake is a registered representative with Level Four Advisory Services. Craig has been in the securities industry since September 7, 2005. Craig has registrations in Arizona, Oklahoma, South Carolina, and Texas. Craig is also a registered investment advisor representative in Oklahoma. Craig's firm has 73 licensed agents, 143 investment adviser representatives, 121 registered representatives, and 120 employees performing investment advisory functions. The firm manages over $4 billion in assets for individuals, charitable organizations, pension and profit-sharing plans, corporations, and other businesses. Craig focuses on providing financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals.
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.
Solicitor fees - portion of assets managed by other advisors
1
2
OK
05/14/2013 - Present
Level Four Advisory Services (OKLAHOMA CITY OK)
OK
05/07/2013 - 08/19/2021
LPL FINANCIAL LLC (OKLAHOMA CITY OK)
OK
09/08/2005 - 05/07/2013
CENTAURUS FINANCIAL, INC. (OKLAHOMA CITY OK)
BOTH
Issued 11/28/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2007
Series 7 - General Securities Representative Examination
BC
Issued 09/07/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Craig Blake is the right advisor for you? Invested Better is here to help.
