Blake Coleman (CRD# 7418028) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Novi, MI and has 1 year of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Novi, MI | Jul 2021 - Current | 2 |
| Doordash | Ann Arbor, MI | Nov 2020 - Jul 2021 | < 1 |
| Unemployed | N/a, MI | Jan 2020 - Nov 2020 | < 1 |
| The Riviera Cinema | Farmington, MI | Apr 2016 - Jan 2020 | 3 |
| Delphi Technologies | Troy, MI | May 2019 - Aug 2019 | < 1 |
| Delphi Technologies | Troy, MI | Jun 2018 - Aug 2018 | < 1 |
| Unemployed | N/a, MI | Jul 2011 - Apr 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2022 |
- MI
- TX
-
Total Assets Under Management652,548MILLIONS
-
Total Number of Accounts1,712,247ACCOUNTS
-
Average Account Value$381,106
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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