Edward
Secrest

Secrest Blakey & Associates, LLC

CRD#2161058
Investment Advisor
in Raleigh, NC
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About this Advisor

Edward Secrest is a certified financial planner working in Raleigh, North Carolina, who has been in the advisory business for 17 years. Secrest is on the advisory team at Secrest Blakey & Associates, LLC. During their career, Secrest has held roles at Southeast Financial Group, Inc, Waterstone Financial Group, Lpl Financial, LLC, Wyatt Blakey Secrest & Associates, LLC and Secrest Blakey & Associates, LLC. Secrest maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in North Carolina. Secrest Blakey & Associates, LLC is a registered investment business that has its headquarters in Raleigh, North Carolina. It has a total of 13 employees. It has $200 million in assets among its 830 client accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 830 accounts, just 9% are associated with high-net-worth individuals who have at least $1 million in investable assets. Secrest Blakey & Associates, LLC provides a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fee schedules usually vary depending on which services are offered. Fees charged by Secrest Blakey & Associates, LLC may include some combination of asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

17 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges

Disclosures

No

Office Location

7780 Brier Creek Parkway Suite 325
Raleigh, NC 27617

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Secrest Blakey & Associates, LLC Brokerage Details

Total Assets Under Management

$226,562,982

NC Average: $3,625,019,099
Total Number of Employees

13

NC Average: 22
Total Number of Accounts

924

NC Average: 1,917
Average Account Size

$245,198

NC Average: $1,890,985

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Edward Secrest Work History

Edward has 17 years of experience.

2012 - Present (7 years)

Secrest Blakey & Associates, LLC

2009 - Present (10 years)

Lpl Financial, LLC

2009 - 2012 (3 years)

Wyatt Blakey Secrest & Associates, LLC

2005 - 2009 (4 years)

Waterstone Financial Group

2001 - Present (18 years)

Southeast Financial Group, Inc

Disclosures

Edward Secrest has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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