Blake Beebe, financial advisor Traverse City MI
90 score

Blake Beebe

CRD Number: 5882375
Current Firm: Private Advisor Group, LLC

Blake Beebe (CRD# 5882375) is an Investment Advisor Representative working at Private Advisor Group, LLC in Traverse City, MI and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Private Advisor Group, LLC Morristown, NJ Sep 2015 - Current 1
Lpl Financial LLC Traverse City, MI Sep 2015 - Current 1
Morgan Stanley Traverse City, Mi, MI Apr 2013 - Sep 2015 2
Unemployed Indian River, MI Nov 2012 - Mar 2013 < 1
Merrill Lynch Pierce ,fenner &amp; Smith, Inc. Chicago, IL Jun 2011 - Oct 2012 1
Depaul University Chicago, IL Mar 2010 - Mar 2012 2
Merrill Lynch Pierce, Fenner &amp; Smith, Inc. Chicago, IL Jan 2011 - Apr 2011 < 1
Huron Distributors Inc. Indian River, MI Jun 2008 - Dec 2010 2
Ruth's Chris Steakhouse Chicago, IL Jul 2010 - Nov 2010 < 1
Home Depot Chicago, MI Jan 2010 - Aug 2010 < 1
Indian River Do-it Center Indian River, MI Jun 2009 - Jul 2009 < 1
7 Up/dr. Pepper Bottling Group Gaylord, MI Jan 2007 - Jun 2008 1
Vivio's Restaurant Indian River, MI Jun 2002 - Jun 2008 6
Inland Lakes Schools Indian River, MI Sep 2000 - Jun 2008 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2012
Contact Info for Blake M. Beebe
Phone Number: 973-538-7010
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    10,642
    MILLIONS
  • Total Number of Accounts
    48,558
    ACCOUNTS
  • Average Account Value
    $219,167
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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