Blakely Financial Services
Blakely Financial Services (CRD# 173058) is a financial advisory firm headquartered in Stockton, CA. They manage $59,520,904 in 202 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management60MILLION
Total Number of Accounts202ACCOUNTS
Average Account Value$294,658
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Kate Keller (CRD# 6689097) is an Investment Advisor Representative working at Blakely Financial Services in Stockton, CA and has 1 year of experience in the finance industry.
Kurt Blakely (CRD# 720871) is an Investment Advisor Representative working at Blakely Financial Services in Stockton, CA and has over 32 years of experience in the finance industry.