Ben BlakeCRD Number: 5309875
Current Firm: Zions Capital Advisors, Inc.
Ben Blake (CRD# 5309875) is an Investment Advisor Representative working at Zions Capital Advisors, Inc. in Salt Lake City, UT and has over 9 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Contango Capital Advisors, Inc.||Draper, UT||Aug 2008 - Current||8|
|Zions Direct||Salt Lake City, UT||Jul 2008 - Current||8|
|Zions Bancorporation - Contango Capital Advisors, Inc.||Salt Lake City, UT||Aug 2006 - Jul 2008||1|
|Zions Bank||Provo, UT||May 2005 - Aug 2006||1|
|Red Pine Adventures||Park City, UT||May 2002 - Aug 2006||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2009|
|S65||NASAA Investment Advisors Law Examination||Oct 2007|
Total Assets Under Management1,818MILLIONS
Total Number of Accounts1,500ACCOUNTS
Average Account Value$1,212,069
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CO, ID, NJ, NM, NV, NY, OR, TX, UT, VA, WA