Blake Martin, financial advisor Yorba Linda CA

Blake Martin

CRD Number: 7881327
Current Firm: Ark Wealth Advisors, LLC

Blake Martin (CRD# 7881327) is an Investment Advisor Representative working at Ark Wealth Advisors, LLC in Yorba Linda, CA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Ark Wealth Advisors, LLC Yorba Linda, CA Feb 2024 - Current < 1
Walt Disney Company Anaheim, CA Feb 2016 - Current 8
Self-employed Brea, CA Jun 2015 - Current 8
Salvatore Ferragamo New York, NY Mar 2015 - May 2015 < 1
Cole Haan New York, NY Oct 2014 - Jan 2015 < 1
Student Los Angeles, CA Jan 2012 - Oct 2014 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2024
Contact Info for Blake A. Martin
Phone Number: 714-869-8531
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    56
    MILLIONS
  • Total Number of Accounts
    163
    ACCOUNTS
  • Average Account Value
    $343,392
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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)
Types of Clients
Registered States

CA

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