Hans BlakeCRD Number: 5982431
Current Firm: Planfirst Inc.
Hans Blake (CRD# 5982431) is an Investment Advisor Representative working at Planfirst Inc. in Greenville, SC and has over 4 years of experience in the finance industry.
Cetera Advisor Networks LLC
Erisa Plan Services Inc.
Eagle Strategies LLC
|Planfirst||Greenville, SC||Sep 2011 - Current||5|
|Deloitte, LLP||London,||Jul 2010 - Jun 2011||< 1|
|Unemployed||Charlotte, NC||Jan 2010 - Jul 2010||< 1|
|Grant Thornton, LLP||Charlotte, NC||Aug 2005 - Jan 2010||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2011|
Total Assets Under Management303MILLIONS
Total Number of Accounts1,514ACCOUNTS
Average Account Value$200,401
- A percentage of assets under your management
- Hourly charges
- 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
FL, GA, LA, NC, NH, SC, TX