Blake OnealCRD Number: 6349521
Current Firm: Valic Financial Advisors, Inc.
Blake Oneal (CRD# 6349521) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Nashua, NH and has 1 year of experience in the finance industry.
Legacy Financial Solutions, Inc.
Ameriprise Financial Services, LLC
The Cerato Group LLC
|Valic Financial Advisors, Inc.||Nashua, NH||Dec 2019 - Current||1|
|Boston City Properties||Boston, MA||Jul 2019 - Dec 2019||< 1|
|Boston Local Company||Lynnfield, MA||Aug 2019 - Nov 2019||< 1|
|Full-time Education||New London, CT||Aug 2015 - May 2019||3|
|Amazon||Houston, TX||Aug 2017 - Aug 2017||< 1|
|Kipp Deerfield||Houston, TX||Dec 2009 - May 2015||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2019|
|S66||NASAA Uniform Combined State Law Examination||May 2020|
Total Assets Under Management21,117MILLIONS
Total Number of Accounts318,917ACCOUNTS
Average Account Value$66,215
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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