Blake Oneal (CRD# 6349521) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Nashua, NH and has over 4 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 1350047
Legacy Financial Solutions, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Agia | Houston, TX | Dec 2022 - Current | 1 |
| Valic Financial Advisors, Inc. | Nashua, NH | Dec 2019 - Current | 4 |
| 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 |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2020 |
| S63 | Uniform Securities State Law Examination | Dec 2019 |
- MA
- NH
- RI
- VT
-
Total Assets Under Management25,247MILLIONS
-
Total Number of Accounts302,501ACCOUNTS
-
Average Account Value$83,463
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- 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)
- Other
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.