Blake Price (CRD# 6208265) is an Investment Advisor Representative working at Truepoint, Inc. in Cincinnati, OH and has over 10 years of experience in the finance industry. Blake Price 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# 1210661
Cambridge Investment Research Advisors, Inc.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2667585
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Truepoint Wealth Counsel | Cincinnati, OH | Jan 2018 - Current | 6 |
| Truepoint Wealth Counsel | Cincinnati, OH | Sep 2016 - Jan 2018 | 1 |
| Truepoint Wealth Counsel | Cincinnati, OH | Apr 2015 - Sep 2016 | 1 |
| Fidelity Brokerage Services, LLC | Covington, KY | May 2013 - Apr 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2013 |
- OH
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Total Assets Under Management4,936MILLIONS
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Total Number of Accounts10,678ACCOUNTS
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Average Account Value$462,221
- 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
AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MO, NC, NE, NH, NJ, NM, NY, OH, OR, PA, SC, TN, TX, VA, WA
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