Blake
Reback

Evoke Advisors

CRD#6496215
Investment Advisor
in Los Angeles, CA

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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

Series 65

Years Registered*

4 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

10635 Santa Monica Blvd. Suite 240
Los Angeles, CA 90025

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Evoke Advisors Brokerage Details

Total Assets Under Management

$10,205,202,435

CA Average: $7,578,581,321
Total Number of Employees

46

CA Average: 43
Total Number of Accounts

8,511

CA Average: 3,727
Average Account Size

$1,199,060

CA Average: $2,033,427

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.*

2019 - Present (5 years)

Evoke Wealth, LLC

2016 - 2019 (3 years)

First Republic Investment Management

2016 - 2016 (< 1 year)

Traveling

2012 - 2016 (4 years)

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

Monika Mugg
Los Angeles, CA
Han Dong
Los Angeles, CA
David Hou
Los Angeles, CA
Kim Ip
Los Angeles, CA
Dillon Christensen
Los Angeles, CA
Peter Chang
Los Angeles, CA
Jeffrey Dore
Los Angeles, CA
Jason Lefton
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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