Blake Smith (CRD# 1441821) is an Investment Advisor Representative working at Lpl Financial LLC in Creve Coeur, MO and has over 38 years of experience in the finance industry. Blake Smith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Creve Coeur, MO | Jul 2021 - Current | 2 |
| Waddell & Reed, Inc. | Creve Coeur, MO | Sep 2016 - Jul 2021 | 4 |
| Various Insurance Carriers For W&r Insurance Agencies | Kirkwood, MO | Sep 2016 - Jul 2021 | 4 |
| Ameriprise Financial Services | Chesterfield, MO | Apr 2009 - Sep 2016 | 7 |
| Kirkwood Rotary Club | Kirkwood, MO | Aug 2014 - Jul 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1986 |
| S65 | NASAA Investment Advisors Law Examination | Jan 1992 |
- MO
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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