Blair Applegate (CRD# 5774739) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Aliso Viejo, CA and has over 13 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Kestra Advisory Services, LLC | Aliso Viejo, CA | Apr 2016 - Current | 8 |
Kestra Investment Services, LLC | Aliso Viejo, CA | Jul 2015 - Current | 8 |
Nfpas | Aliso Viejo, CA | Jul 2015 - Apr 2016 | < 1 |
Euro Pacific Capital, Inc. | Newport Beach, CA | Jun 2011 - Jul 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2010 |
S65 | NASAA Investment Advisors Law Examination | Sep 2011 |
- CA
- TX
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Total Assets Under Management48,324MILLIONS
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Total Number of Accounts140,425ACCOUNTS
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Average Account Value$344,129
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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