Blake
Whitten

Lpl Financial LLC

CRD#6460728
Investment Advisor
in Cambridge, MD

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About this Advisor

Blake Whitten is a financial advisor operating in Cambridge, Maryland with a total of 4 years of industry experience. Whitten is an advisor for Lpl Financial LLC. Throughout their career, they have worked at Nationwide Financial, Nationwide Securities LLC, Whitten Insurance Agency, Tl Morris Seafood, Lpl Financial LLC and Blake S Landscaping. Whitten holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in Maryland. Lpl Financial LLC is an advisory firm headquartered in Fort Mill, SC. The company has offices in 9,898 locations and a total of 31,366 advisors. It oversees $368 billion in total assets among its 1,688,501 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves 3,425 charities and foundations. Of its 1,688,501 accounts, 31% belong to high-net-worth individuals who have greater than $1 million in assets. Lpl Financial LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. A financial advisor's fee schedules typically vary depending on which services are provided. However, fee types charged by Lpl Financial LLC can include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

411 Muse Street
Cambridge, MD 21613

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

MD Average: $646,059,043
Total Number of Employees

31,366

MD Average: 13
Total Number of Accounts

1,688,501

MD Average: 661
Average Account Size

$217,956

MD Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Blake Whitten Work History

Blake has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Lpl Financial LLC

2015 - Present (9 years)

Whitten Insurance Agency

2015 - 2019 (4 years)

Nationwide Financial

2015 - 2019 (4 years)

Nationwide Securities LLC

2010 - 2015 (5 years)

Tl Morris Seafood

2005 - 2013 (8 years)

Blake S Landscaping

*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 Whitten 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 Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Brandi Hoover
Hattiesburg, MS
Gary Mesko
Sarasota, FL
David Travis
Springfield, IL
Ryan Franco
Satellite Beach, FL
Stephanie Quadros
Miami, FL
Michael Starensier
Fort Mill, SC

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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