Blake Curtin (CRD# 7500825) is an Investment Advisor Representative working at Mariner Independent in Rolling Hills Estates, CA and has 1 year of experience in the finance industry.
CRD# 5779397
Madison Avenue Securities, LLC
CRD# 5619105
Ubs Financial Services Inc.
CRD# 6164184
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mariner Independent Advisor Network | Overland Park, KS | Jun 2023 - Current | < 1 |
| Lpl Financial, LLC | Rolling Hills Estate, CA | Feb 2023 - Current | 1 |
| Northwestern Mutual | Denver, CO | May 2022 - Jan 2023 | < 1 |
| University Of Colorado - Boulder | Boulder, CO | Aug 2018 - Dec 2022 | 4 |
| Mira Costa High School | Manhattan Beach, CA | Aug 2014 - May 2018 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2023 |
- CA
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Total Assets Under Management8,147MILLIONS
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Total Number of Accounts27,977ACCOUNTS
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Average Account Value$291,190
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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