Blake McTeeCRD Number: 6943144
Current Firm: U.s. Capital Wealth Advisors, LLC
Blake McTee (CRD# 6943144) is an Investment Advisor Representative working at U.s. Capital Wealth Advisors, LLC in Austin, TX and has over 3 years of experience in the finance industry.
Pbl Wealth Management
|U.s. Capital Wealth Advisors, LLC||Austin, TX||Jun 2021 - Current||1|
|Usca Securities, LLC||Austin, TX||Feb 2020 - Current||3|
|Usca Ria LLC||Austin, TX||Feb 2020 - Jun 2021||1|
|Wells Fargo Clearing Services LLC||San Antonio, TX||Jun 2019 - Feb 2020||< 1|
|United States Air Force||Colorado Springs, CO||May 2015 - May 2019||4|
|Self Employed||Austin, TX||May 2014 - May 2015||1|
|Baylor University||Waco, TX||Aug 2010 - May 2014||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2019|
Total Assets Under Management6,264MILLIONS
Total Number of Accounts9,062ACCOUNTS
Average Account Value$691,212
- A percentage of assets under your management
- 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)
- Educational seminars/workshops
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, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VI, VT, WA, WI, WV
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