Blake PriceCRD Number: 6533385
Current Firm: Instrumental Wealth, LLC
Blake Price (CRD# 6533385) is an Investment Advisor Representative working at Instrumental Wealth, LLC in Tampa, FL and has over 2 years of experience in the finance industry. Blake Price 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.
Commonwealth Financial Network
Financial Guidance Group, Inc.
Econologics Financial Advisors
|Instrumental Wealth, LLC||Tampa, FL||Oct 2020 - Current||1|
|Northwestern Mutual Investment Services LLC||Tampa, FL||Nov 2018 - Oct 2020||1|
|Northwestern Mutual Wealth Management Company||Milwaukee, WI||Jun 2018 - Oct 2020||2|
|Pinnacle Trust||Madison, MS||Jun 2015 - Jun 2018||3|
|Millsaps College||Jackson, MS||Aug 2014 - May 2015||< 1|
|Navy Federal Credit Union||Pensacola, FL||Jun 2014 - Aug 2014||< 1|
|Student||Jackson, MS||Aug 2010 - Jun 2014||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2019|
Total Assets Under Management133MILLIONS
Total Number of Accounts842ACCOUNTS
Average Account Value$157,697
- 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
CA, FL, LA, NC, SC, TX, WI
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