Bryan
Blake

Equity Services, Inc

CRD#5388713
Investment Advisor
in Addison, TX

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About this Advisor

Bryan Blake is a financial advisor based in Addison, Texas, working with Equity Services, Inc. Bryan has previously held positions at Equity Services, Inc and National Life Group. Bryan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Bryan is part of Equity Services, Inc, which operates out of Addison, Texas. 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

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

15455 Dallas Parkway Suite 800
Addison, TX 75001

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Equity Services, Inc Brokerage Details

Total Assets Under Management

$2,124,751,345

TX Average: $4,257,716,217
Total Number of Employees

450

TX Average: 30
Total Number of Accounts

11,558

TX Average: 868
Average Account Size

$183,834

TX Average: $4,905,203

Investment Advisory Services

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

Bryan Blake Work History

2013 - Present (11 years)

Equity Services, Inc

2013 - Present (11 years)

National Life Group

Disclosures

Please visit the SEC profile of Bryan 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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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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