Craig Blake (CRD# 4869315) is an Investment Advisor Representative working at Level Four Advisory Services in Oklahoma City, OK and has over 18 years of experience in the finance industry.
CRD# 4245607
Edward Jones
CRD# 1545223
Leonard Investment Advisors Inc.
CRD# 6797219
Plan Group Financial, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Level Four Financial, LLC | Mobile, AL | Aug 2021 - Current | 2 |
| Level Four Advisor Services LLC | Oklahoma City, OK | May 2013 - Current | 10 |
| Blake & Blake Cpas Pc | Oklahoma City, OK | Mar 1997 - Current | 27 |
| Lpl Financial LLC | Oklahoma City, OK | May 2013 - Aug 2021 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2005 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2007 |
- OK
-
Total Assets Under Management4,330MILLIONS
-
Total Number of Accounts11,667ACCOUNTS
-
Average Account Value$371,111
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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