Eric J. Blake
RFG ADVISORY
MCKINNEY, TX 75069
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CRD#: 3247545
Professional summary
Eric Joseph Blake, CFP® is a registered financial advisor currently at RFG ADVISORY, LLC located in Mckinney, Texas.
Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Eric has worked at 10 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) RFG ADVISORY, LLC DBA BLAKE WEALTH MANAGEMENT. 1400 URBAN CENTER DRIVE, SITE 475, VESTAVIA HILLS, AL 35242. RIA. 160 HRS/MO; 160 DURING TRADING HRS. 2) BLAKE WEALTH MANAGEMENT. 1400 URBAN CENTER DRIVE, SUITE 475, VESTAVIA HILLS, AL 35242. DBA: BLAKE WEALTH MANAGEMENT. FINANCIAL ADVISOR/MANAGING CLIENTS ASSETS UNDER THE DBA OF BLAKE WEALTH MANAGEMENT. 160 HRS/MO; 160 DURING TRADING HRS. 3) CARRY THE LOAD. 514 S HALL STREET, DALLAS, TX 75226. NON-PROFIT ORGANIZATION HONORING AND ASSISTING OUR NATION'S HEROES. NON-PROFIT-VOLUNTEER ONCE A MONTH AS SCHEDULED 3 HRS/MO ON WEEKENDS. 3 HRS/MO; 0 DURING TRADING HRS. 4) BLUE CABOOSE CHILDREN'S FUND. 5013 BRYN MAWR DR, MCKINNEY, TX 75070. NON-PROFIT FOR FAMILIES WITH CYSTIC FIBROSIS. TREASURER FOR NON-PROFIT- 5 HRS/MO ON WEEKENDS/EVENINGS/ 5 HRS/MO; 0 DURING TRADING HRS. MONITOR BANK ACCOUNTS/BUDGETING. NO CONTROL OF FUNDS. 5) ERIC BLAKE/INSURANCE SALES. 201 W VIRGINIA ST, #102, MCKINNEY, TX 75069. INSURANCE SALES. INSURANCE AGENT. INSURANCE SALES. 5 HRS/MO; 5 DURING TRADING HRS. 6) SAVVY LADIES. 39 BOARDWAY RM 1730, NEW YORK, NY 10006. MY PARTICIPATION WILL BE REMOTE VIA PHONE. FREE FINANCIAL EDUCATION PROGRAMS AND HELPLINE FOR WOMEN. FINANCIAL HELPLINE VOLUNTEER. HELP ADDRESS FINANCIAL QUESTIONS AND PROVIDE EDUCATION FOR WOMEN IN NEED. 2 HRS/MO; 0 DURING TRADING HRS.
CRS (Client Relationship Summary) - RIA
Click below to view Eric Joseph Blake's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2022
Experience
Current
October 8, 2020 - Present
RFG ADVISORY, LLC
Office #1: 201 W. Virginia Street Suite 102, Mckinney, TX 75069RIA
CRD#: 158401
MCKINNEY, TX
Past
October 8, 2020 - November 2, 2023
PRIVATE CLIENT SERVICES, LLC
BD
CRD#: 120222
McKinney, TX
Past
September 26, 2014 - October 20, 2020
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
FRISCO, TX
Past
September 8, 2014 - October 20, 2020
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
FRISCO, TX
Past
November 2, 2011 - September 8, 2014
ALLSTATE FINANCIAL ADVISORS, LLC
RIA
CRD#: 109524
ALLEN, TX
Past
October 24, 2011 - September 8, 2014
ALLSTATE FINANCIAL SERVICES, LLC
BD
CRD#: 18272
ALLEN, TX
Past
December 10, 2009 - October 17, 2011
FIDELITY DISTRIBUTORS COMPANY LLC
BD
CRD#: 17507
WESTLAKE, TX
Past
July 17, 2009 - November 6, 2009
WADDELL & REED
RIA
CRD#: 866
ARLINGTON, TX
Past
July 17, 2009 - November 6, 2009
WADDELL & REED
BD
CRD#: 866
ARLINGTON, TX
Past
July 24, 1999 - June 18, 2009
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
RICHARDSON, TX
Past
June 30, 1999 - July 3, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
June 30, 1999 - June 18, 2009
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
RICHARDSON, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RA
RFG ADVISORY, LLC
21:5 ADVISORS WEALTH MANAGEMENT | WINGO WEALTH | WILLOW PRIVATE WEALTH | WILLIAMS FINANCIAL ADVISORS, LLC "WFA" | VOLARE WEALTH ADVISORS | TURNPOINT WEALTH | TREKNORTH INVESTMENT MANAGEMENT | THE WORLEY BANKS GROUP | SUSKO WEALTH ADVISORS | STRODTMAN WEALTH MANAGEMENT | STONES RIVER WEALTH MANAGEMENT | SIXPOINT FINANCIAL PARTNERS | SABLE POINT WEALTH MANAGEMENT | RVA WEALTH MANAGEMENT | ROUTE FINANCIAL GROUP | RJB FINANCIAL PLANNING | RIVER OAK ASSET ADVISORY | RFG ADVISORY, LLC | RFG ADVISORY GROUP, LLC | RFG ADVISORY | RESOLUTE WEALTH MANAGEMENT | RELIANCE FINANCIAL GROUP | PARAMOUNT FINANCIAL PLANNING | NAVIPATH FINANCIAL | META PRIVATE WEALTH | MATTERHORN PRIVATE WEALTH | LIND WEALTH MANAGEMENT | LICATA FINANCIAL DESIGN | LEMZAR CAPITAL | LEALAND WEALTH PARTNERS | LANDSCAPE WEALTH ADVISORS | L7 WEALTH | KWM WEALTH | KUBERA WEALTH MANAGEMENT | ITER FINANCIAL WELLNESS | INVESTOR'S RESOURCE | INVESTA FINANCIAL PLANNING | IN SEASON FINANCIAL GROUP | GROUNDED FINANCIAL PLANNING | GFG WEALTH ADVISORS | GALLIA WEALTH MANAGEMENT GROUP | FREEMAN WEALTH MANAGEMENT | FOUR SEASONS WEALTH MANAGEMENT | FOUR SEASONS FINANCIAL EDUCATION | EXECUTIVE COMPENSATION GROUP | ETA INVESTMENTS | ETA INVESTMENT & TAX ADVISORS | ENTERPRISE INVESTMENT PLANNING | EDUCATOR RETIREMENT SOLUTIONS | EDUCATOR PENSION RESOURCES | EDGEWOOD WEALTH ADVISORS | DESIGN WEALTH ADVISORS | CURATO ADVISORY | CROSS TIMBERS FINANCIAL GROUP | CRESCENT PRIVATE WEALTH | COPPER PASS ADVISORY | COPE PRIVATE WEALTH | COOPER TOWER WEALTH | CONFIDENCE FINANCIAL PARTNERS | CMC FINANCIAL | CHEAHA WEALTH MANAGEMENT | CARDINAL ASSET ADVISORY | CAMBIUM WEALTH PARTNERS | BRIANNE FINANCIAL | BLUEBIRD ADVISORY | BLUE SANDS WEALTH MANAGEMENT | BLAKE WEALTH MANAGEMENT | BILLINGS GROUP | BAYVIEW PRIVATE WEALTH | BARRETT CAPITAL ADVISORY | BALANCEPOINT FINANCIAL | BALANCE WEALTH PARTNERS | ARIV WEALTH | APPLE TREE LANE WEALTH MANAGEMENT | ANCHORING CAPITAL | AIMWELL FINANCIAL | AFIA WEALTH MANAGEMENT
CRD#: 158401 / SEC#: 801-79153
RIA
Registered Investment Advisory firm - (2/6/2014 Approved)Alabama
Registered Investment Advisory firm - (2/27/2014 Terminated)Florida
Registered Investment Advisory firm - (2/18/2014 Terminated)Georgia
Registered Investment Advisory firm - (2/18/2014 Terminated)Louisiana
Registered Investment Advisory firm - (2/28/2014 Terminated)Texas
Registered Investment Advisory firm - (2/18/2014 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(10/8/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
RA
RFG ADVISORY, LLC
21:5 ADVISORS WEALTH MANAGEMENT | WINGO WEALTH | WILLOW PRIVATE WEALTH | WILLIAMS FINANCIAL ADVISORS, LLC "WFA" | VOLARE WEALTH ADVISORS | TURNPOINT WEALTH | TREKNORTH INVESTMENT MANAGEMENT | THE WORLEY BANKS GROUP | SUSKO WEALTH ADVISORS | STRODTMAN WEALTH MANAGEMENT | STONES RIVER WEALTH MANAGEMENT | SIXPOINT FINANCIAL PARTNERS | SABLE POINT WEALTH MANAGEMENT | RVA WEALTH MANAGEMENT | ROUTE FINANCIAL GROUP | RJB FINANCIAL PLANNING | RIVER OAK ASSET ADVISORY | RFG ADVISORY, LLC | RFG ADVISORY GROUP, LLC | RFG ADVISORY | RESOLUTE WEALTH MANAGEMENT | RELIANCE FINANCIAL GROUP | PARAMOUNT FINANCIAL PLANNING | NAVIPATH FINANCIAL | META PRIVATE WEALTH | MATTERHORN PRIVATE WEALTH | LIND WEALTH MANAGEMENT | LICATA FINANCIAL DESIGN | LEMZAR CAPITAL | LEALAND WEALTH PARTNERS | LANDSCAPE WEALTH ADVISORS | L7 WEALTH | KWM WEALTH | KUBERA WEALTH MANAGEMENT | ITER FINANCIAL WELLNESS | INVESTOR'S RESOURCE | INVESTA FINANCIAL PLANNING | IN SEASON FINANCIAL GROUP | GROUNDED FINANCIAL PLANNING | GFG WEALTH ADVISORS | GALLIA WEALTH MANAGEMENT GROUP | FREEMAN WEALTH MANAGEMENT | FOUR SEASONS WEALTH MANAGEMENT | FOUR SEASONS FINANCIAL EDUCATION | EXECUTIVE COMPENSATION GROUP | ETA INVESTMENTS | ETA INVESTMENT & TAX ADVISORS | ENTERPRISE INVESTMENT PLANNING | EDUCATOR RETIREMENT SOLUTIONS | EDUCATOR PENSION RESOURCES | EDGEWOOD WEALTH ADVISORS | DESIGN WEALTH ADVISORS | CURATO ADVISORY | CROSS TIMBERS FINANCIAL GROUP | CRESCENT PRIVATE WEALTH | COPPER PASS ADVISORY | COPE PRIVATE WEALTH | COOPER TOWER WEALTH | CONFIDENCE FINANCIAL PARTNERS | CMC FINANCIAL | CHEAHA WEALTH MANAGEMENT | CARDINAL ASSET ADVISORY | CAMBIUM WEALTH PARTNERS | BRIANNE FINANCIAL | BLUEBIRD ADVISORY | BLUE SANDS WEALTH MANAGEMENT | BLAKE WEALTH MANAGEMENT | BILLINGS GROUP | BAYVIEW PRIVATE WEALTH | BARRETT CAPITAL ADVISORY | BALANCEPOINT FINANCIAL | BALANCE WEALTH PARTNERS | ARIV WEALTH | APPLE TREE LANE WEALTH MANAGEMENT | ANCHORING CAPITAL | AIMWELL FINANCIAL | AFIA WEALTH MANAGEMENT
CRD#: 158401 / SEC#: 801-79153
RIA
Registered Investment Advisory firm - (2/6/2014 Approved)Alabama
Registered Investment Advisory firm - (2/27/2014 Terminated)Florida
Registered Investment Advisory firm - (2/18/2014 Terminated)Georgia
Registered Investment Advisory firm - (2/18/2014 Terminated)Louisiana
Registered Investment Advisory firm - (2/28/2014 Terminated)Texas
Registered Investment Advisory firm - (2/18/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1400 Urban Center Drive Suite 475, Vestavia Hills, AL 35242-2245
Mailing Address
Phone number
(205) 397-2450
Established
Firm type
Fiscal year end
# of Employees
277
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 23,999 |
| AUM (Assets Under Management) | $ 6,120,333,343 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
RFG ADVISORY, LLC
CRD#: 158401Mckinney, TX 75069TRUST BUT VERIFY
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