Blake Essary (CRD# 7205836) is an Investment Advisor Representative working at Stronghold Capital Partners LLC in Mesa, AZ and has over 4 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jpar Vantage | Mesa, AZ | Jul 2021 - Current | 3 |
| Blake Essary Insurance, LLC | Mesa, AZ | Jul 2021 - Current | 3 |
| Stronghold Capital Partners LLC | Mesa, AZ | Jul 2021 - Current | 3 |
| Stronghold Wealth Partners LLC | Scottsdale, AZ | Apr 2021 - Current | 3 |
| Blake Essary, Sole Proprietor | Phoenix, AZ | Mar 2018 - Current | 6 |
| Calchoice Wealth Management LLC | Scottsdale, AZ | Dec 2019 - Oct 2021 | 1 |
| Calchoice Financial | Scottsdale, AZ | Dec 2019 - Oct 2021 | 1 |
| American Financial Education Alliance | Mesa, AZ | Dec 2019 - Jul 2021 | 1 |
| Lci Realty, LLC | Mesa, AZ | Jul 2019 - Dec 2020 | 1 |
| Granger & Brown Investments, LLC | Scottsdale, AZ | Dec 2019 - Apr 2020 | < 1 |
| Chandler Regional Medical Center | Chandler, AZ | Jun 2014 - Oct 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2019 |
- AZ
- CA
- HI
- NY
-
Total Assets Under Management24MILLIONS
-
Total Number of Accounts393ACCOUNTS
-
Average Account Value$61,323
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, HI, NY, TX, UT
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