Blake Furgerson, financial advisor Fort Worth TX
98 score

Blake Furgerson

CRD Number: 6055795
Current Firm: Robert W. Baird & Company Incorporated
Compensation Model: Both
Blake Furgerson (CRD# 6055795) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Fort Worth, TX and has over 3 years of experience in the finance industry.
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Company Name Location Dates Years
Robert W. Baird Ft. Worth, TX Oct 2015 - Current 1
Robert W. Baird & Company Incorporated Fort Worth, TX Dec 2012 - Jun 2015 2
Ancora Securities Inc. Cleveland, OH Apr 2012 - Dec 2012 < 1
Northcoast Research Partners Cleveland, OH Jan 2012 - Dec 2012 < 1
Northcoast Research Partners Cleveland, OH Aug 2011 - Jan 2012 < 1
John Carroll University University Heights, OH Aug 2010 - Dec 2011 1
Canterbury Golf Club Shaker Heights, OH May 2005 - Aug 2011 6
Roulston Reseach Woodmere, OH Jan 2011 - May 2011 < 1
John Carroll University University Heights, OH Jan 2008 - May 2010 2
John Carroll University University Heights, OH Jan 2008 - May 2008 < 1
Dick's Sporting Goods Westlake, OH Jul 2007 - Jan 2008 < 1
Loyola University Baltimore, OH Aug 2005 - Dec 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2012
S66 NASAA Uniform Combined State Law Examination Mar 2014
Contact Info for Blake C. Furgerson
By the Numbers
  • Total Assets Under Management
    83,910
    MILLIONS
  • Total Number of Accounts
    90,406
    ACCOUNTS
  • Average Account Value
    $928,144
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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, VI, VT, WA, WI, WV

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BADGES
98
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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