Ian Bloom (CRD# 6461748) is an Investment Advisor Representative working at Open World Financial Life Planning in Raleigh, NC and has over 8 years of experience in the finance industry. Ian Bloom 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# 2651246
Ae Wealth Management, LLC
CRD# 5888654
Cambridge Investment Research Advisors, Inc.
CRD# 5895360
Prudential Financial Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Open World Financial Life Planning | Raleigh, NC | Jun 2018 - Current | 5 |
| Mml Investors Services, LLC | Raleigh, NC | Mar 2017 - Jun 2018 | 1 |
| Massachusetts Mutual Life Insurance Company | Raleigh, NC | Jul 2016 - Jun 2018 | 1 |
| Metlife Securities | Raleigh, NC | Apr 2015 - Mar 2017 | 1 |
| Syncfusion | Raleigh, NC | Dec 2014 - Mar 2015 | < 1 |
| Appalchia Cookie Company | Boone, NC | Mar 2014 - Dec 2014 | < 1 |
| University Housing-appalachian State Univ. | Boone, NC | Aug 2012 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2015 |
- NC
- TX
-
Total Assets Under Management6MILLIONS
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Total Number of Accounts72ACCOUNTS
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Average Account Value$82,881
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
NC, TX
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