William Blake Mcgowan
Professional Summary
William Blake Mcgowan, who also goes by Blake Mcgowan, W Blake Mcgowan, is a registered financial advisor currently at WHITE MCGOWAN located in San Antonio, Texas. William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. William has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Blake Mcgowan, W Blake Mcgowan
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
9 years in the financial services industry
Current & Past Employments
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Current Firm
MERAKI, LLC | WHITE MCGOWAN
Contact Information
Main Address
400 West Capitol Avenue Suite 2891, Little Rock, AR 72201Phone Number
(501) 503-5557# of Employees
5Documents
Regulatory Assets Under Management
Total Number of Accounts
1,625AUM (Assets Under Management)
$75,032,809Similar Advisors
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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.
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State Registrations and Notice Filings
(10/30/2018)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Dec 2016About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view William Blake Mcgowan's CRS (Customer Relationship Summary).
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