Blake L. Hedrick
FAMILY WEALTH PARTNERS
Matthews, NC 28105
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CRD#: 6569940
Professional summary
Blake Lee Hedrick, CFP® is a registered financial advisor currently at FAMILY WEALTH PARTNERS, LLC located in Matthews, North Carolina.
Blake is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Blake has worked at 4 firms and has passed the Series 66, 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. 11/4/2020 - Family Wealth Partners (FWP) - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/02/2020 - 160 Hours Per Month/7 Hours During Securities Trading - Time Spent 100%.
2. 11/4/2020 - Family Wealth Counselors of the Carolinas - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/02/2020 - 160 Hours Per Month/7 Hours During Securities Trading - Time Spent 100%.
3. 11/10/2020 - Independent Advisor Alliance - DBA: (Hybrid) Family Wealth Partners (FWP) - Not Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 11/02/2020 - 160 Hours Per Month/7 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Independent Advisor Alliance, an independent investment advisor firm. I started this business activity in 11/2020. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
4. 11/10/2020 - Independent Advisor Alliance - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 11/02/2020 - 160 Hours Per Month/7 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Independent Advisor Alliance, an independent investment advisor firm. I started this business activity in 11/2020. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
CRS (Client Relationship Summary) - RIA
Click below to view Blake Lee Hedrick'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: 2018
Experience
Current
January 24, 2022 - Present
FAMILY WEALTH PARTNERS, LLC
Office #1: 2518 Plantation Center Drive, Matthews, NC 28105RIA
CRD#: 317764
Matthews, NC
Past
November 6, 2020 - January 26, 2022
INDEPENDENT ADVISOR ALLIANCE, LLC
RIA
CRD#: 168267
Matthews, NC
Past
November 4, 2020 - February 24, 2022
LPL FINANCIAL LLC
BD
CRD#: 6413
MATTHEWS, NC
Past
March 22, 2016 - October 27, 2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
RIA
CRD#: 20472
CHARLOTTE, NC
Past
January 28, 2016 - October 27, 2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
BD
CRD#: 20472
CHARLOTTE, NC
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".
FW
FAMILY WEALTH PARTNERS, LLC
FAMILY WEALTH PARTNERS, LLC
CRD#: 317764 / SEC#: 801-123089
RIA
Registered Investment Advisory firm - (1/21/2022 Approved)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
North Carolina(1/24/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
FW
FAMILY WEALTH PARTNERS, LLC
FAMILY WEALTH PARTNERS, LLC
CRD#: 317764 / SEC#: 801-123089
RIA
Registered Investment Advisory firm - (1/21/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2518 Plantation Center Drive, Matthews, NC 28105
Mailing Address
Phone number
(704) 321-0152
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 886 |
| AUM (Assets Under Management) | $ 312,082,038 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
