Stacey Blake, financial advisor Chester Springs PA

Stacey Blake

CRD Number: 4509228
Current Firm: Principal Global Investors, LLC

Stacey Blake (CRD# 4509228) is an Investment Advisor Representative working at Principal Global Investors, LLC in Chester Springs, PA and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Wm Funds Distributor Folsom, CA Apr 2005 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2002
S66 NASAA Uniform Combined State Law Examination Nov 2021
Contact Info for Stacey L. Blake
Phone Number: 800-533-1390
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    340,214
    MILLIONS
  • Total Number of Accounts
    8,616
    ACCOUNTS
  • Average Account Value
    $39,486,294
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, VT, WA, WI, WV, WY

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