John
Blake

Transamerica Financial Advisors, Inc

CRD#2225867
Investment Advisor
in Draper, UT

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About this Advisor

John Blake is a financial advisor operating in Draper, Utah, with a total of 18 years of financial industry experience. Blake is on the advisory team at Transamerica Financial Advisors, Inc. The advisor has gained experience at World Group Securities, Inc, Wfg, Professional Association Of Diving Instructors, Wgs, Dive Utah/ Padi, Investment Advisors International, Inc, Dba John Blake, Blake LTD / Blake LLC and Transamerica Financial Advisors, Inc. Blake holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Utah. Transamerica Financial Advisors, Inc is a company headquartered in Draper, Utah. The investment advisory business has offices in 304 locations and a total of 1,274 employees. It has $973 million in assets between its 22,673 accounts, making it one of the larger investment advisory firms in the United States by assets under management. Of its 22,673 accounts, just 2% are associated with high-net-worth investors who have at least $1 million in assets. Transamerica Financial Advisors, Inc offers a number of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors usually vary depending on which services the firm provides the client. However, fee types billed by Transamerica Financial Advisors, Inc most likely consist of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

18 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Commissions

Disclosures

Yes

Office Location

12217 S. Lone Peak Pkwy. Suite 150
Draper, UT 84020

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,015,629,122

UT Average: $1,855,561,029
Total Number of Employees

1,271

UT Average: 62
Total Number of Accounts

45,703

UT Average: 2,474
Average Account Size

$22,222

UT Average: $750,025

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

John Blake Work History

John has 18 years of experience.

2012 - Present (7 years)

Transamerica Financial Advisors, Inc

2011 - Present (8 years)

Dba John Blake

2011 - Present (8 years)

Blake LTD / Blake LLC

2010 - Present (9 years)

Dive Utah/ Padi

2001 - Present (18 years)

Wfg

2000 - Present (19 years)

Professional Association Of Diving Instructors

2010 - 2012 (2 years)

Wgs

2010 - 2012 (2 years)

Investment Advisors International, Inc

2002 - 2009 (7 years)

World Group Securities, Inc

Disclosures

John Blake has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Transamerica Financial Advisors, Inc

Leonard Taylor
Mesa, AZ
Andrew Kom
Burlingame, CA
Aleece Ackerman
Duluth, GA
Lakshmi Goriparthi
Pleasanton, CA
Ric Roman
Pasadena, CA
Nicholas Lancaster
Temecula, CA
Virginia Mondonedo
Laguna Hills, CA
Ryan Wagner
Dayton, OH

This content was compiled from the SEC and FINRA.

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