Blake Finlayson (CRD# 7421638) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Lakewood, CO and has over 2 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Denver, CO | Jul 2021 - Current | 3 |
| Colorado Christian University | Lakewood, CO | Aug 2018 - May 2021 | 2 |
| Bank Of The West | Lakewood, CO | May 2020 - Mar 2021 | < 1 |
| Columbia | Tinton Falls, NJ | May 2019 - Aug 2019 | < 1 |
| Camp-of-the-woods | Speculator, NY | Jun 2018 - Aug 2018 | < 1 |
| Brookdale Community College | Lincroft, NY | Aug 2017 - May 2018 | < 1 |
| Jr's | Redbank, NJ | Jan 2017 - May 2018 | 1 |
| Middletown Hight School South | Middletown, NJ | Sep 2013 - Jun 2017 | 3 |
| Camp-of-the-woods | Speculator, NY | Aug 2016 - Sep 2016 | < 1 |
| Jr's | Redbank, NJ | Feb 2016 - Jun 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2022 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2023 |
- CO
- TX
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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