April
Blake

Interactive Financial Advisors

CRD#5917513
Investment Advisor
in Warrenton, VA

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About this Advisor

April Blake is a financial advisor working out of Warrenton, Virginia, with a total of 11 years of relevant experience. Blake works at Interactive Financial Advisors. Over the course of their career, they have held roles at Interactive Financial Advisors, Beach Financial & Insurance Professional and Fortune Financial Services, Inc. Blake holds Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in Virginia. Interactive Financial Advisors is a registered investment company based out of New Lenox, IL. It has offices in 23 locations and a total of 37 financial advisors. It administers $278 million in assets between its 3,090 client accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 3,090 accounts, just 1% are held by high-net-worth clients who have at least $1 million in assets. The advisory firm has a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees typically depend on which services the firm provides the client. However, fees charged by Interactive Financial Advisors most likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

50 Sullivan Street, Suite C
Warrenton, VA 20186

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Interactive Financial Advisors Brokerage Details

Total Assets Under Management

$278,271,719

VA Average: $6,674,516,078
Total Number of Employees

37

VA Average: 44
Total Number of Accounts

3,090

VA Average: 2,564
Average Account Size

$90,056

VA Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

April Blake Work History

April has been registered as a financial advisor for 11 years.*

2019 - Present (5 years)

Fortune Financial Services, Inc

2011 - Present (13 years)

Interactive Financial Advisors

2011 - Present (13 years)

Beach Financial & Insurance Professional

*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 April 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 Interactive Financial Advisors

Brett Simms
Chicago, IL
Brent Leavitt
Pahrump, NV
Brigid Toothman
El Reno, OK
William Mullins
Heathsville, VA
Dennis Wesel
New Lenox, IL
Parker Bresette
Onalaska, WI
April Blake
Warrenton, VA
Andrew Hoskins
Fairfax, VA

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.

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