Adam
Blake
Equity Services, Inc
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About this Advisor
Adam Blake is a financial advisor based in Villa Park, Illinois, working with Equity Services, Inc. Adam has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Perl Mortgage, Inc, Flth Ii, LLC, Jpmorgan Chase Bank, N.A, J.P. Morgan Securities LLC, Equity Services Inc, National Life Group, and Bank Of America, N.A. Adam has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Adam is part of Equity Services, Inc, which operates out of Villa Park, Illinois. The firm has 230 offices and 450 employees. The firm manages assets totaling $2.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Equity Services, Inc includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Equity Services, Inc Brokerage Details
$2,124,751,345
450
11,558
$183,834
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Adam Blake Work History
Equity Services Inc
National Life Group
Jpmorgan Chase Bank, N.A
J.P. Morgan Securities LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Perl Mortgage, Inc
Flth Ii, LLC
Disclosures
Please visit the SEC profile of Adam Blake to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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