Kurt L. Blakely
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Kurt Lester Blakely was a registered financial professional .
Kurt is a previously registered financial professional and started their career in finance in 1980. Kurt had worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 30, 2015 - January 23, 2025
BLAKELY FINANCIAL SERVICES
March 30, 2005 - September 7, 2016
LPL FINANCIAL LLC
February 25, 2005 - September 3, 2024
LPL FINANCIAL LLC
February 11, 1991 - April 29, 2005
VANGUARD CAPITAL
May 16, 1988 - February 12, 1991
PRUDENTIAL EQUITY GROUP, LLC
December 29, 1980 - May 28, 1988
UBS FINANCIAL SERVICES 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
Exams
Current Firm
BLAKELY FINANCIAL SERVICES
CRD#: 173058 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 289 |
| AUM (Assets Under Management) | $ 76,541,534 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
