Blake Morlet (CRD# 6915226) is an Investment Advisor Representative working at Invicta Financial Group in Temecula, CA and has over 6 years of experience in the finance industry.
CRD# 4876819
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5480138
Safeguard Investment Advisory Group, LLC
CRD# 2345668
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bdt & Associates, Inc. | San Diego, CA | Jan 2018 - Current | 6 |
| Avalon Management Group | Temecula, CA | Sep 2012 - Mar 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2017 |
- CA
-
Total Assets Under Management251MILLIONS
-
Total Number of Accounts1,608ACCOUNTS
-
Average Account Value$156,066
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, FL, IA, LA, NC, NE, NV, TX, VA, WA
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