Keri
Blake
Wealthcare Advisory Partners LLC
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About this Advisor
Keri Blake is a financial advisor based in West Chester, Pennsylvania, working with Wealthcare Advisory Partners LLC. Keri has previously held positions at Edward Jones, Lpl Financial, LLC, Wealthcare Advisory Partners, LLC Dba Fellows & Blake, and Arkadios Capital. Keri has passed the Series 66 regulatory exam and is registered to provide services in Iowa. Currently, Keri is part of Wealthcare Advisory Partners LLC, which operates out of West Chester, Pennsylvania. The firm has 69 offices and 210 employees. The firm manages assets totaling $4.5 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, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Wealthcare Advisory Partners LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wealthcare Advisory Partners LLC Brokerage Details
$4,541,661,225
210
17,793
$255,250
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
Keri Blake Work History
Arkadios Capital
Wealthcare Advisory Partners, LLC Dba Fellows & Blake
Lpl Financial, LLC
Edward Jones
Disclosures
Please visit the SEC profile of Keri Blake 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 Wealthcare Advisory Partners LLC
Neptune, NJ
West Chester, PA
Harleysville, PA
West Chester, PA
Downingtown, PA
Debary, FL
Alpharetta, GA
Millington, NJ
The content in this profile was updated by SmartAsset on 6/19/2024. 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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