Blake Dorsett, financial advisor Memphis TN
90 score

Blake Dorsett

CRD Number: 5918661
Current Firm: Waddell & Reed

Blake Dorsett (CRD# 5918661) is an Investment Advisor Representative working at Waddell & Reed in Memphis, TN and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Alzheimer's Association Memphis, TN Nov 2015 - Current 2
The Tennesse Patriot Fund Joelton, TN May 2014 - Current 3
Various Insurance Carriers For W&r Insurance Agencies Memphis, TN Sep 2011 - Current 6
Waddell & Reed, Inc. Memphis, TN May 2011 - Current 6
Maven Landscapes Knoxville, TN Aug 2007 - May 2011 3
Clayton Bank & Trust Knoxville, TN Aug 2008 - Apr 2011 2
Big River Landscape Design Covington, TN Aug 2006 - Aug 2007 1
Unemployed Covington, TN Apr 2001 - Aug 2006 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2011
Contact Info for Blake T. Dorsett
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • MS
  • SC
  • TN
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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