Blake
Reback
Evoke Advisors
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About this Advisor
Blake Reback is a financial advisor who works in Los Angeles, California with a total of 4 years of industry experience. Reback works at Evoke Advisors. Over the course of their career, Reback has held roles at First Republic Investment Management, Traveling, University Of Michigan and Evoke Wealth, LLC. Reback holds a Series 65 license, certifying them as an investment advisor representative, and is approved to advise clients in California. Evoke Advisors is a company that has its headquarters in Los Angeles, CA. It has offices in two locations and a total of 46 financial advisors. It handles $10 billion in total assets among its 8,511 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides services to 12 charities and foundations. Of its 8,511 customer accounts, 88% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Evoke Advisors provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fees depend on which services the firm provides the client. However, fees charged by Evoke Advisors likely include any blend of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Evoke Advisors Brokerage Details
$10,205,202,435
46
8,511
$1,199,060
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Blake Reback Work History
Blake has been registered as a financial advisor for 4 years.*
Evoke Wealth, LLC
First Republic Investment Management
Traveling
University Of Michigan
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Blake Reback to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Evoke Advisors
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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