Blake Moore (CRD# 5874556) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Salem, VA and has over 13 years of experience in the finance industry.
CRD# 6307186
Raymond James Financial Services Advisors, Inc.
CRD# 2238939
Mutual Of Omaha Investor Services, Inc.
CRD# 4073561
Eagle Strategies LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ae Wealth Management LLC | Topeka, KS | Jan 2024 - Current | < 1 |
| Prosperity Wealth Group, LLC | Roanoke, VA | Jul 2023 - Current | < 1 |
| Regal Investment Advisors, LLC | Kentwood, MI | Dec 2023 - Jan 2024 | < 1 |
| Sequent Planning, LLC | Roanoke, VA | Jan 2019 - Dec 2023 | 4 |
| Futurity First Insurance Group | Salem, VA | Mar 2017 - Jul 2023 | 6 |
| Mutual Of Omaha Investor Services, Inc. | Omaha, NE | Aug 2011 - Feb 2017 | 5 |
| Mutual Of Omaha | Roanoke, VA | Oct 2010 - Jul 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2011 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2019 |
- VA
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Total Assets Under Management27,083MILLIONS
-
Total Number of Accounts277,294ACCOUNTS
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Average Account Value$97,668
- 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)
- Publication of periodicals or newsletters
- 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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