Kristian Blom, financial advisor Santa Barbara CA

Kristian Blom

CRD Number: 5479764
Current Firm: Blom Levy & Company, LLC

Kristian Blom (CRD# 5479764) is an Investment Advisor Representative working at Blom Levy & Company, LLC in Santa Barbara, CA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Blom Levy & Company, LLC Santa Barbara, CA May 2011 - Current 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Kristian L. Blom
Phone Number: 805-680-7018
Firm Website: http://www.blomsays.com/
Registered State(s):
  • CA
Current Firm Details
Blom Levy & Company, LLC
Firm's CRD Number: 153779
By the Numbers
  • Total Assets Under Management
    5
    MILLIONS
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $246,793
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

CA

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