AB
Andrew P. Blakley
VIRTUE CAPITAL MANAGEMENT
FORTVILLE, IN 46040
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CRD#: 3257974
AB
Professional summary
Andrew Phillip Blakley, who also goes by Andy Blakley, is a registered financial advisor currently at VIRTUE CAPITAL MANAGEMENT, LLC located in Fortville, Indiana.
Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Andrew has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Andy Blakley
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. H&R BLOCK, Title: OWNER��, Description: OWNER OF 4 H&R BLOCK OFFICES, Start Date: 01-01-2012, Address: 967 NORTH GREEN STREET BROWNS BURG IN 46112�, Investment-related? NO, Hours per month: 65, During trading hours: 65 2. FINANCIAL RESOURCE PLANNERS INC, Title: OWNER, Description: MEET WITH CLIENTS ABOUT THERE INVESTMENTS AND WORK AT GAINING NEW CLIENTS. SELLS INSURANCE AND ANNUITIES.�, Start Date: 01-01-2003, Address: 65 PHILLIPS PLACE ZIONSVILLE IN 46077, Investment-related? YES, Hours per month: 130, During trading hours: 130 3. APB & ASSOCIATES, INC, Title: PRESIDENT, Description: PAYROLL & BOOKKEEPING SERVICES COMPANY�, Start Date: 01-01-2014, Address: 65 PHILLIPS PLACE, ZIONSVILLE, IN 46077, Investment-related? NO, Hours per month: 20, During trading hours: 20 4. ECA MARKETING, Title: LIFE AGENT, Description: MARKETING GROUP FOR ANNUITY AND LIFE INSURANCE, Start Date: 01/2018, Address: 207800 EQUITABLE DRIVE SUITE 200, Investment-related? NO, Hours per month: 5, During trading hours: 5
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Phillip Blakley'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®
NoneExperience
Current
August 3, 2019 - Present
VIRTUE CAPITAL MANAGEMENT, LLC
Office #1: 26 South Main St, Fortville, IN 46040RIA
CRD#: 167816
FORTVILLE, IN
Past
July 2, 2014 - August 2, 2019
HORTER INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 119880
BROWNSBURG, IN
Past
February 3, 2012 - December 13, 2013
PARKLAND SECURITIES, LLC
BD
CRD#: 115368
ZIONSVILLE, IN
Past
December 2, 2002 - February 9, 2012
ALLSTATE FINANCIAL SERVICES, LLC
BD
CRD#: 18272
INDIANAPOLIS, IN
Past
January 25, 2000 - December 12, 2002
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
INDPLS, IN
Past
August 23, 1999 - December 12, 2002
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
NEW YORK, NY
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".
VC
VIRTUE CAPITAL MANAGEMENT, LLC
VIRTUE CAPITAL MANAGEMENT, LLC
CRD#: 167816 / SEC#: 801-79938
RIA
Registered Investment Advisory firm - (6/25/2014 Approved)Arizona
Registered Investment Advisory firm - (7/1/2014 Terminated)California
Registered Investment Advisory firm - (7/31/2014 Terminated)Florida
Registered Investment Advisory firm - (7/1/2014 Terminated)Georgia
Registered Investment Advisory firm - (7/1/2014 Terminated)Kentucky
Registered Investment Advisory firm - (7/2/2014 Terminated)New Jersey
Registered Investment Advisory firm - (7/11/2014 Terminated)Ohio
Registered Investment Advisory firm - (7/1/2014 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/1/2014 Terminated)Tennessee
Registered Investment Advisory firm - (7/31/2014 Terminated)Texas
Registered Investment Advisory firm - (7/1/2014 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
Indiana(8/3/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
VC
VIRTUE CAPITAL MANAGEMENT, LLC
VIRTUE CAPITAL MANAGEMENT, LLC
CRD#: 167816 / SEC#: 801-79938
RIA
Registered Investment Advisory firm - (6/25/2014 Approved)Arizona
Registered Investment Advisory firm - (7/1/2014 Terminated)California
Registered Investment Advisory firm - (7/31/2014 Terminated)Florida
Registered Investment Advisory firm - (7/1/2014 Terminated)Georgia
Registered Investment Advisory firm - (7/1/2014 Terminated)Kentucky
Registered Investment Advisory firm - (7/2/2014 Terminated)New Jersey
Registered Investment Advisory firm - (7/11/2014 Terminated)Ohio
Registered Investment Advisory firm - (7/1/2014 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/1/2014 Terminated)Tennessee
Registered Investment Advisory firm - (7/31/2014 Terminated)Texas
Registered Investment Advisory firm - (7/1/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6 Cadillac Dr. Suite 310, Brentwood, TN 37027
Mailing Address
Phone number
(615) 340-0801
Established
Firm type
Fiscal year end
# of Employees
110
SEC notice filing (43 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 6,111 |
| AUM (Assets Under Management) | $ 787,466,707 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
