Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Joseph Blake is a financial advisor at RFG Advisory, LLC with over 20 years of experience in the industry. Eric has held positions with a number of well-known firms, including Raymond James Financial Services, Inc., Ameriprise Financial Services, Inc. and Waddell & Reed, Inc. Eric holds Series 63, SIE and Series 7 licenses. Eric is a Certified Financial Planner and provides financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Eric is registered to provide investment advisory services in Texas.
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.
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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AL
10/13/2020 - Present
RFG Advisory, LLC (VESTAVIA HILLS AL)
TX
10/08/2020 - 11/02/2023
PRIVATE CLIENT SERVICES, LLC (McKinney TX)
TX
09/08/2014 - 10/20/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (FRISCO TX)
TX
10/24/2011 - 09/08/2014
ALLSTATE FINANCIAL SERVICES, LLC (ALLEN TX)
TX
12/10/2009 - 10/17/2011
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
TX
07/17/2009 - 11/06/2009
WADDELL & REED, INC. (ARLINGTON TX)
TX
06/30/1999 - 06/18/2009
AMERIPRISE FINANCIAL SERVICES, INC. (RICHARDSON TX)
MN
06/30/1999 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 07/02/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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