Blake IsaacsonCRD Number: 4868584
Current Firm: Pacifica Capital Investments
Blake Isaacson (CRD# 4868584) is an Investment Advisor Representative working at Pacifica Capital Investments in Rancho Santa Fe, CA and has over 18 years of experience in the finance industry.
Paradigm Shift Financial, LLC
Madison Avenue Securities, LLC
Lpl Financial LLC
|Pacifica Capital Investments||Rancho Santa Fe, CA||Oct 2004 - Current||18|
|Blacke Isaacson & Associates||San Diego, CA||Feb 1990 - Current||33|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Mar 2005|
Total Assets Under Management532MILLIONS
Total Number of Accounts248ACCOUNTS
Average Account Value$2,143,669
- A percentage of assets under your management
- Performance-based 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
CA, CO, CT, NY, PA, TX
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