Ben
Blake

Lpl Financial LLC

CRD#5309875
Investment Advisor
in Draper, UT
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About this Advisor

Ben Blake is a financial advisor working out of Draper, Utah, who has been in the industry for 10 years. Blake is currently employed by Lpl Financial LLC. The advisor has gained experience at Zions Direct, Zions Bank, Contango Capital Advisors, Inc and Lpl Financial, LLC. Blake maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in Texas and Utah. Lpl Financial LLC is a registered investment firm based in Draper, Utah. The investment advisory business has offices in 8,011 locations and a total of 22,703 financial advisors. It controls $153 billion in assets under management across its 680,466 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides services to 899 charities and foundations. Of its 680,466 accounts, 23% are associated with high-net-worth clients who have at least $1 million in assets. Lpl Financial LLC provides 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. Financial advisory fee schedules typically depend on which service is offered. Fee types billed by Lpl Financial LLC can be comprised of some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 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

Disclosures

No

Office Location

12271 South 900 East
Draper, UT 84020

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

UT Average: $16,012,751,954
Total Number of Employees

22,790

UT Average: 118
Total Number of Accounts

786,525

UT Average: 4,567
Average Account Size

$202,281

UT Average: $3,506,186

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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

Ben Blake Work History

Ben has 10 years of experience.

2016 - Present (3 years)

Zions Bank

2016 - Present (3 years)

Lpl Financial, LLC

2008 - 2016 (8 years)

Zions Direct

2008 - 2016 (8 years)

Contango Capital Advisors, Inc

Disclosures

Ben Blake has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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