Blake Barbosa (CRD# 6240878) is an Investment Advisor Representative working at Eagle Strategies LLC in Dartmouth, MA and has over 9 years of experience in the finance industry.
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 836683
Rbc Capital Markets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Guided Wealth, LLC | Dartmouth, MA | May 2022 - Current | 1 |
| Eagle Strategies LLC | N Dartmouth, MA | Feb 2015 - Current | 9 |
| Nylife Securities LLC | North Dartmouth, MA | Jun 2014 - Current | 9 |
| New York Life Insurance Co | North Dartmouth, MA | May 2014 - Current | 9 |
| Lifetime Financial Group, LLC | North Dartmouth, MA | Jan 2017 - Jul 2022 | 5 |
| University Of Massachusetts | Dartmouth, MA | Sep 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2015 |
- MA
- TX
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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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