Secrest Blakey & Associates, LLC

Secrest Blakey & Associates, LLC (CRD# 151216) is a financial advisory firm headquartered in Durham, NC. They manage $150,740,304 in 653 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    151
    MILLION
  • Total Number of Accounts
    653
    ACCOUNTS
  • Average Account Value
    $230,843
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA, NC, SC, TX

Financial Advisors at Secrest Blakey & Associates, LLC
Showing 1 - 6 of 6 top financial advisors.
1
William B. Bissett
CRD#: 4644966
559 Davidson Gateway Drive, Suite 101, Davidson, NC 28036
96
Wealthminder
score

William Bissett (CRD# 4644966) is an Investment Advisor Representative working at Secrest Blakey & Associates, LLC in Davidson, NC and has over 14 years of experience in the finance industry. William Bissett 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.

2
James T. Blakey
CRD#: 2934957
2220 Sedwick Road, Suite 202, Durham, NC 27713
96
Wealthminder
score

James Blakey (CRD# 2934957) is an Investment Advisor Representative working at Secrest Blakey & Associates, LLC in Durham, NC and has over 20 years of experience in the finance industry. James Blakey 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.

3
Edward B. Secrest
CRD#: 2161058
2220 Sedwick Rd., Suite 202, Durham, NC 27713
96
Wealthminder
score

Edward Secrest (CRD# 2161058) is an Investment Advisor Representative working at Secrest Blakey & Associates, LLC in Durham, NC and has over 26 years of experience in the finance industry. Edward Secrest 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.

4
John P. Sleesman
CRD#: 5201450
2220 Sedwick Rd., Suite 202, Durham, NC 27713
96
Wealthminder
score

John Sleesman (CRD# 5201450) is an Investment Advisor Representative working at Secrest Blakey & Associates, LLC in Durham, NC and has over 11 years of experience in the finance industry. John Sleesman 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.

5
Keith R. Stabasefski
CRD#: 5817275
559 Davidson Gateway Drive, Suite 101, Davidson, NC 28036
93
Wealthminder
score

Keith Stabasefski (CRD# 5817275) is an Investment Advisor Representative working at Secrest Blakey & Associates, LLC in Davidson, NC and has over 5 years of experience in the finance industry. Keith Stabasefski 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.

6
Robert W. Revels
CRD#: 6112647
2220 Sedwick Road, Suite 202, Durham, NC 27713
90
Wealthminder
score

Robert Revels (CRD# 6112647) is an Investment Advisor Representative working at Secrest Blakey & Associates, LLC in Durham, NC and has over 5 years of experience in the finance industry.

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