Blake Wilkinson (CRD# 6969793) is an Investment Advisor Representative working at Pacific Capital in Corona, CA and has over 5 years of experience in the finance industry.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 4876819
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Pacific Capital | Corona, CA | Oct 2021 - Current | 2 |
Pacific Capital | Corona, CA | Jun 2021 - Current | 2 |
Goldman Sachs And Company | Salt Lake City, UT | Jan 2019 - Jun 2021 | 2 |
E*trade Securities LLC | Sandy, UT | Oct 2018 - Jan 2019 | < 1 |
E*trade Securities LLC | Sandy, UT | Sep 2018 - Jan 2019 | < 1 |
Goldman Sachs And Company | Salt Lake City, UT | Jun 2018 - Aug 2018 | < 1 |
Full-time Student | Providence, RI | Jun 2016 - Jun 2018 | 2 |
Revshare | Temecula, CA | Jun 2017 - Aug 2017 | < 1 |
Rhode Island Office Of The Attorney General | Warwick, RI | Jan 2017 - Jun 2017 | < 1 |
Lift Credit | Provo, UT | Jul 2015 - Jun 2016 | < 1 |
Full-time Student | Salt Lake City, UT | Jun 2014 - Jun 2015 | 1 |
Church Of Jesus Christ Of Latter Day Saints | Riverside, CA | Jun 2012 - Jun 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2018 |
S65 | NASAA Investment Advisors Law Examination | Sep 2021 |
- CA
- UT
-
Total Assets Under Management526MILLIONS
-
Total Number of Accounts601ACCOUNTS
-
Average Account Value$875,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, FL, TX, UT
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