Blake Bailey (CRD# 6833774) is an Investment Advisor Representative working at Arbor Point Advisors in Saint Charles, MO and has over 2 years of experience in the finance industry.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Securities America, Inc. | Saint Charles, MO | Mar 2022 - Current | 2 |
Arbor Point Advisor | Saint Charles, MO | Mar 2022 - Current | 2 |
Ameriprise Financial Services, LLC | Chesterfield, MO | Jul 2017 - Mar 2022 | 4 |
Dierbergs Markets | Saint Charles, MO | Dec 2015 - Jul 2017 | 1 |
Student | St. Charles, MO | Mar 2012 - May 2016 | 4 |
Mcdonald's (bishop Enteriprises) | St. Charles, MO | Aug 2015 - Dec 2015 | < 1 |
Mcdonald's (christian Foods) | St. Peters, MO | Jul 2014 - Aug 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Nov 2021 |
- MO
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Total Assets Under Management6,930MILLIONS
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Total Number of Accounts28,010ACCOUNTS
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Average Account Value$247,396
- 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)
- 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, VI, VT, WA, WI, WV, WY
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