Blake Willis, financial advisor Oak Brook IL

Blake Willis

CRD Number: 7060174
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Blake Willis (CRD# 7060174) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Oak Brook, IL and has over 3 years of experience in the finance industry.

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Securities America Advisors, Inc.
Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Rolling Meadows, IL Jan 2019 - Current 4
Bmo Harris Bank Wheaton, IL Oct 2018 - Jan 2019 < 1
Grn Winfield Geneva, IL Apr 2017 - Dec 2018 1
Liberty University Lynchberg, VA Aug 2014 - May 2017 2
Kohls Dept Store Orland Park, IL Oct 2016 - Apr 2017 < 1
Kohls Dept Store Orland Park, IL Feb 2014 - Apr 2017 3
Pumping Solutions Blue Island, IL Oct 2015 - Oct 2016 1
Homeschooled Homer Glen, IL Jan 2009 - Aug 2014 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2019
Contact Info for Blake D. Willis
Phone Number: 800-637-7455
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    1,283,838
    MILLIONS
  • Total Number of Accounts
    2,825,602
    ACCOUNTS
  • Average Account Value
    $454,359
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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