Blakely Financial Services
Blakely Financial Services (CRD# 173058) is a financial advisory firm headquartered in Stockton, CA. They manage $76,541,534 in 289 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management77MILLION
-
Total Number of Accounts289ACCOUNTS
-
Average Account Value$264,850
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Blakely Financial Services
1
Kurt Blakely (CRD# 720871) is an Investment Advisor Representative working at Blakely Financial Services in Stockton, CA and has over 38 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.