Blake PratzCRD Number: 1284166
Current Firm: Icon Wealth Partners, LLC
Blake Pratz (CRD# 1284166) is an Investment Advisor Representative working at Icon Wealth Partners, LLC in Houston, TX and has over 33 years of experience in the finance industry.
The Goff Financial Group
Linscomb & Williams
Hill Investment Group
|Purshe Kaplan Sterling Investments, Inc.||Albany, NY||Sep 2016 - Current||1|
|Icon Wealth Partners, LLC||Houston, TX||Aug 2016 - Current||1|
|Ubs Financial Services Inc.||Houston, TX||Oct 2010 - Aug 2016||5|
|Morgan Stanley Smith Barney||Houston, TX||Jun 2009 - Oct 2010||1|
|Citigroup Global Markets Inc.||Houston, TX||Aug 1993 - Jun 2009||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1984|
|S65||NASAA Investment Advisors Law Examination||Nov 1996|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management262MILLIONS
Total Number of Accounts877ACCOUNTS
Average Account Value$298,520
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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