Sylvia Umbles (CRD# 6412670) is an Investment Advisor Representative working at Blackridge Asset Management, LLC in Perrysburg, OH and has 1 year of experience in the finance industry.
CRD# 4537321
Bollin Wealth Management, LLC
CRD# 3016364
Edward Jones
CRD# 6107473
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Peak Brokerage Services, LLC | Jupiter, FL | Jun 2021 - Current | 2 |
| Blackridge Asset Management, LLC | Jupiter, FL | Jun 2021 - Current | 2 |
| Affiliated Financial Group, Inc. | Perrysb Urg, OH | Oct 2019 - Current | 4 |
| J.w. Cole Advisors, Inc. | Tampa, FL | Jan 2021 - Jun 2021 | < 1 |
| J.w. Cole Financial, Inc. | Tampa, FL | Jan 2020 - Jun 2021 | 1 |
| W&s Brokerage Services | Findlay, OH | Oct 2014 - Oct 2019 | 5 |
| Western Southern Life | Findlay, OH | Jun 2014 - Oct 2019 | 5 |
| Bgsu | Bowling Green, OH | Feb 1998 - Jun 2014 | 16 |
- OH
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Total Assets Under Management187MILLIONS
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Total Number of Accounts853ACCOUNTS
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Average Account Value$218,708
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NY, OH, OR, PA, PR, SC, TN, TX, UT, VA, VT, WA, WI
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