Blake Anderson (CRD# 6750305) is an Investment Advisor Representative working at Wealthguard Advisors, Inc. in Placerville, CA and has over 5 years of experience in the finance industry. Blake Anderson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 6247916
Chimera Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealthguard Advisors, Inc. | Placerville, CA | Aug 2018 - Current | 5 |
| Wealthguard Advisors, Inc. | Placerville, CA | Jan 2017 - Current | 7 |
| Brigham Young Univeristy | Provo, UT | Jan 2017 - Apr 2019 | 2 |
| Church Of Jesus Christ Of Latter-day-saints | Seoul, | Dec 2014 - Dec 2016 | 2 |
| Kinetico Of Placerville | Placerville, CA | Mar 2013 - Dec 2014 | 1 |
| El Dorado High School | Placerville, CA | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2018 |
- CA
-
Total Assets Under Management135MILLIONS
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Total Number of Accounts904ACCOUNTS
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Average Account Value$149,564
- 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)
- Other
AZ, CA, ID, NV, OR, TX, UT, WA
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