Brian Blach (CRD# 2660233) is an Investment Advisor Representative working at Cbiz Retirement Plan Advisory Services in San Jose, CA and has over 28 years of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cbiz Financial Solutions, Inc. | San Jose, CA | Jul 2002 - Current | 21 |
| Blach Family Foundation | San Jose, CA | Jun 1999 - Current | 24 |
| Cbiz Benefits & Insurance Services, Inc. | San Jose, CA | Jan 1997 - Current | 27 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1995 |
- CA
-
Total Assets Under Management41MILLIONS
-
Total Number of Accounts32ACCOUNTS
-
Average Account Value$1,285,304
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
AZ, CA, CO, CT, DC, FL, IA, IL, IN, KS, MA, MD, MI, MN, MO, NJ, NV, NY, OH, PA, SC, TN, TX, UT, VA, WV
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