Brett Blankenship, financial advisor Columbia SC
93 score

Brett Blankenship

CRD Number: 5898533
Current Firm: First Citizens Asset Management, Inc.

Brett Blankenship (CRD# 5898533) is an Investment Advisor Representative working at First Citizens Asset Management, Inc. in Columbia, SC and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
First Citizens Investor Services, Inc. Raleigh, NC Jan 2016 - Current < 1
First Citizens Securities Corp Columbia, SC Mar 2011 - Current 5
Blue Marlin LLC Columbia, SC Aug 2008 - Current 8
Regions Bank Columbia, SC Nov 2011 - Mar 2013 1
Morgan Keegan & Company, Inc. Columbia, SC Nov 2011 - Jun 2012 < 1
Wells Fargo Advisors LLC Cayce, SC Mar 2011 - Nov 2011 < 1
Wachovia Bank, N.a. Cayce, SC Sep 2009 - Nov 2011 2
New Orleans Riverfront West Columbia, SC Apr 2004 - Aug 2008 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2011
S65 NASAA Investment Advisors Law Examination May 2011
Contact Info for Brett A. Blankenship
Phone Number: 803-931-1691
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    165
    MILLIONS
  • Total Number of Accounts
    1,021
    ACCOUNTS
  • Average Account Value
    $161,460
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, CA, CO, FL, GA, HI, IN, KY, MD, NC, OH, OR, PA, SC, TX, VA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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