Blake Shores, financial advisor San Diego CA

Blake Shores

CRD Number: 6683412
Current Firm: Rbc Capital Markets, LLC

Blake Shores (CRD# 6683412) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in San Diego, CA and has over 2 years of experience in the finance industry.

Similar Advisors
Thomas Blottenberger, financial advisor San Diego CA
Thomas E. Blottenberger
CRD# 5769283
Paradigm Shift Financial, LLC
Similar Advisors
Mark Richards, financial advisor San Diego CA
Mark W. Richards
CRD# 2730478
Madison Avenue Securities, LLC
Similar Advisors
Kevin Christensen, financial advisor San Diego CA
Kevin D. Christensen
CRD# 5621865
Lpl Financial LLC
Company Name Location Dates Years
City National Bank San Diego, CA May 2021 - Current < 1
Rbc Capital Markets, LLC San Diego, CA Oct 2018 - Current 3
Student Boston, MA Sep 2017 - Sep 2018 1
Rbc San Diego, CA Jul 2017 - Aug 2017 < 1
Sportwater Boston, MA Jun 2017 - Jun 2017 < 1
Student Boston, CA Sep 2016 - Jun 2017 < 1
Rbc San Diego, CA Jul 2016 - Aug 2016 < 1
Student Boston, MA Apr 2015 - Jul 2016 1
Cold Stone Creamery La Jolla, CA Oct 2014 - Apr 2015 < 1
High School La Jolla, CA Jan 2008 - Oct 2014 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2019
Contact Info for Blake L. Shores
Phone Number: 212-858-7000
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    146,593
    MILLIONS
  • Total Number of Accounts
    350,883
    ACCOUNTS
  • Average Account Value
    $417,783
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.