Blake MarionCRD Number: 6382572
Current Firm: Team Financial Strategies
Blake Marion (CRD# 6382572) is an Investment Advisor Representative working at Team Financial Strategies in Abilene, TX and has over 3 years of experience in the finance industry.
Fsc Securities Corporation
Compass Financial Strategies, Inc.
Wells Fargo Clearing Services, LLC
|Nannen Production, LLC||Granbury, TX||Nov 2013 - Current||4|
|Hooper Holmes||Dallas, TX||Jun 2012 - Nov 2013||1|
|Hudson Advisors||Dallas, TX||Jun 2009 - May 2012||2|
|Ernst & Young LLP||Dallas, TX||Sep 2007 - May 2009||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2014|
Total Assets Under Management77MILLIONS
Total Number of Accounts156ACCOUNTS
Average Account Value$490,395
- 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 investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
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