Blake D. Amick
Professional summary
Blake Deonne Amick, AIF®, CFP® is a registered financial advisor currently at WINGSTEM WEALTH, LLC located in Neeses, South Carolina and PRIVATE CLIENT SERVICES, LLC located in West Columbia, South Carolina.
Blake is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Blake has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 22 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Blake Deonne Amick's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2003
Experience
February 9, 2023 - Present
WINGSTEM WEALTH, LLC
February 9, 2023 - Present
PRIVATE CLIENT SERVICES, LLC
Office #1: 171 Lott Ct, West Columbia, SC 29169September 3, 2013 - February 21, 2023
CETERA WEALTH SERVICES, LLC
September 3, 2013 - February 21, 2023
CETERA WEALTH SERVICES, LLC
January 2, 2013 - September 3, 2013
WALNUT STREET SECURITIES, INC.
May 4, 2006 - July 31, 2007
WALNUT STREET SECURITIES, INC.
October 27, 2004 - December 31, 2004
WALNUT STREET SECURITIES, INC.
July 25, 2002 - November 2, 2006
WALNUT STREET ADVISERS INC
October 18, 1985 - September 3, 2013
WALNUT STREET SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(2/9/2023)
(2/9/2023)
(2/9/2023)
(2/9/2023)
Exams
FINRA
Current Firm
WINGSTEM WEALTH, LLC
CRD#: 322337 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 179 |
| AUM (Assets Under Management) | $ 75,320,312 |
Red Flags
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