Amanda Blake, financial advisor Greenville SC

Amanda Blake

CRD Number: 7697287
Current Firm: Intelligent Investing

Amanda Blake (CRD# 7697287) is an Investment Advisor Representative working at Intelligent Investing in Greenville, SC and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Intelligent Investing , LLC Greenville, SC Mar 2023 - Current 1
Intelligent Investing, LLC Greenville, SC Jan 2018 - Mar 2023 5
N/a Greer, SC Jan 2013 - Jan 2018 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2023
Contact Info for Amanda J. Blake
Phone Number: 864-679-0500
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    46
    MILLIONS
  • Total Number of Accounts
    134
    ACCOUNTS
  • Average Account Value
    $342,573
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

SC

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