Sam Blakeslee (CRD# 2575749) is an Investment Advisor Representative working at Blakeslee & Blakeslee Financial Advisers Inc. in San Luis Obispo, CA and has over 28 years of experience in the finance industry. Sam Blakeslee has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1633454
Lpl Financial LLC
CRD# 6342307
San Luis Wealth Advisors
CRD# 4781575
J.p. Morgan Securities LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Blakeslee & Blakeslee Financial Advisers Inc. | San Luis Obispo, CA | Dec 2016 - Current | 7 |
Blakeslee And Blakeslee Inc. | San Luis Obispo, CA | Jul 1995 - Current | 28 |
Cal Poly | San Luis Obispo, CA | Jan 2014 - Feb 2017 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 1995 |
- CA
- TX
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Total Assets Under Management263MILLIONS
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Total Number of Accounts718ACCOUNTS
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Average Account Value$366,586
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, TX
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