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 10 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Contango Capital Advisors, Inc.||Draper, UT||Aug 2008 - Current||9|
|Zions Direct||Salt Lake City, UT||Jul 2008 - Current||9|
|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