Blake WillisCRD 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.
Sequoia Wealth Management, LLC
Highpoint Planning Partners
Securities America Advisors, Inc.
|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|
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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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