Blake Furgerson
CRD Number: 6055795Current Firm: Stifel, Nicolaus & Company, Incorporated
Compensation Model: Both
CRD# 5009276
Hedgefield Wealth Management
CRD# 1255317
Osaic Wealth, Inc.
CRD# 2754150
Charles Schwab & Company, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Stifel Nicolaus & Co Inc. | Fort Worth, TX | Jan 2019 - Current | 5 |
Bank Of America, N.a. | Fort Worth, TX | Jun 2018 - Jan 2019 | < 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Worth, TX | Feb 2018 - Jan 2019 | < 1 |
Oppenheimer & Company Inc. | Fort Worth, TX | Jan 2018 - Feb 2018 | < 1 |
Robert W. Baird | Fort Worth, TX | Oct 2015 - Dec 2017 | 2 |
Unemployed | Ft. Worth, TX | Jul 2015 - Oct 2015 | < 1 |
Robert W. Baird & Company Incorporated | Fort Worth, TX | Dec 2012 - Jun 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2012 |
S66 | NASAA Uniform Combined State Law Examination | Mar 2014 |
- TX
-
Total Assets Under Management149,249MILLIONS
-
Total Number of Accounts348,524ACCOUNTS
-
Average Account Value$428,231
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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, 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, VI, VT, WA, WI, WV, WY
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