Blake Price, financial advisor Tampa FL

Blake Price

CRD 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.

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Econologics Financial Advisors
Professional Designations
Company Name Location Dates Years
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
Contact Info for Blake W. Price
Phone Number: (813) 578-7001
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    133
    MILLIONS
  • Total Number of Accounts
    842
    ACCOUNTS
  • Average Account Value
    $157,697
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 businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, FL, LA, NC, SC, TX, WI

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