David
Blaylock
Origin Financial
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About this Advisor
David Blaylock is a certified financial planner based out of Fort Worth, Texas with 3 years of relevant experience. Blaylock currently works for Origin Financial. Over the course of their career, Blaylock has held roles at Mills Wealth Advisors, LLC Pka "Mike Mills Wealth Management, Ll, Dblock Consulting, Learnvest Inc, Northwestern Mutual, Kindur Investment Services, LLC, Blend Financial Inc Dba Origin Financial and Learnvest Planning. Blaylock has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in Texas. Origin Financial is an advisory firm that has its headquarters in Boston, MA. It has $478 thousand in assets across its 23 customer accounts, placing it among the smaller firms in the United States by assets under management. Origin Financial performs a few services, such as financial planning services and portfolio management for individuals and small businesses. Financial management fee schedules depend on which services are offered. However, fees billed by Origin Financial may include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Origin Financial Brokerage Details
$478,000
219
23
$20,783
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
David Blaylock Work History
David has been registered as a financial advisor for 3 years.*
Blend Financial Inc Dba Origin Financial
Kindur Investment Services, LLC
Northwestern Mutual
Mills Wealth Advisors, LLC Pka "Mike Mills Wealth Management, Ll
Dblock Consulting
Learnvest Planning
Learnvest Inc
*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 David Blaylock 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 Origin Financial
Boston, MA
Culver City, CA
Grovetown, GA
Boston, MA
Boston, MA
Saunderstown, RI
Boston, MA
Boston, MA
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.
