Blake Amick, financial advisor Neeses SC

Blake Amick

CRD Number: 1402104
Current Firm: Longleaf Advisory Services, LLC

Blake Amick (CRD# 1402104) is an Investment Advisor Representative working at Longleaf Advisory Services, LLC in Neeses, SC and has over 38 years of experience in the finance industry. Blake Amick 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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Professional Designations
Company Name Location Dates Years
Private Client Services West Columbia, SC Feb 2023 - Current 1
Longleaf Advisory Services West Columbia, SC Feb 2023 - Current 1
Longleaf Advisors West Colubmia, SC Jan 2016 - Current 8
Cetera Advisor Networks LLC El Segundo, CA Sep 2013 - Feb 2023 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1985
S65 NASAA Investment Advisors Law Examination Jul 1999
Contact Info for Blake D. Amick
Phone Number: 803.791.1111
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    60
    MILLIONS
  • Total Number of Accounts
    163
    ACCOUNTS
  • Average Account Value
    $365,733
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

SC

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