Unclaimed
Tyson Samuel Blake is a financial advisor at Columbia Advisory Partners, LLC. Tyson has over 17 years of experience in the financial services industry and holds Series 7, 31, 63, and 66 licenses. He provides financial planning and portfolio management services to individuals, families, and businesses. Tyson has a strong background in investment management, insurance, and retirement planning. He is committed to providing his clients with personalized advice and strategies to help them achieve their financial goals. In addition to his work with Columbia Advisory Partners, Tyson is also an independent insurance agent, specializing in life insurance, fixed annuities, and long-term care insurance.
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.
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
WA
04/26/2019 - Present
Columbia Advisory Partners, LLC (Spokane WA)
WA
02/11/2016 - 04/30/2019
PRUCO SECURITIES, LLC. (BELLEVUE WA)
WA
09/21/2007 - 02/03/2012
LPL FINANCIAL LLC (SPOKANE WA)
WA
10/28/2004 - 09/25/2007
EDWARD JONES (SPOKANE WA)
NY
03/15/2004 - 11/02/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
KS
11/20/2003 - 03/16/2004
WADDELL & REED, INC. (OVERLAND PARK KS)
BC
Issued 08/23/2018
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 03/19/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 11/19/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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