Ben Blake, financial advisor Draper UT
93 score

Ben Blake

CRD Number: 5309875
Current Firm: Lpl Financial LLC

Ben Blake (CRD# 5309875) is an Investment Advisor Representative working at Lpl Financial LLC in Draper, UT and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Zions Bank Draper, UT Sep 2016 - Current 1
Lpl Financial, LLC Draper, UT Sep 2016 - Current 1
Contango Capital Advisors, Inc. Draper, UT Aug 2008 - Sep 2016 8
Zions Direct Salt Lake City, UT Jul 2008 - Sep 2016 8
Zions Bancorporation - Contango Capital Advisors, Inc. Salt Lake City, UT Aug 2006 - Jul 2008 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2009
S65 NASAA Investment Advisors Law Examination Oct 2007
Contact Info for Ben K. Blake
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • TX
  • UT
By the Numbers
  • Total Assets Under Management
    117,248
    MILLIONS
  • Total Number of Accounts
    551,780
    ACCOUNTS
  • Average Account Value
    $212,490
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • 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, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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