Eric Joseph Blake

Employer firm

Rfg Advisory, LLC CRD 158401

$7.97B regulatory AUM 12 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2014 → 10/2020
  Raymond James Financial Services,Inc
  Frisco, TX
• 09/2014 → 10/2020
  Raymond James Financial Services Advisors Inc.
  Frisco, TX
• 01/2015 → 09/2017
  Legacy Texas Bank
  Allen, TX
• 10/2020 → 10/2023
  Private Client Services
  Mckinney, TX
• 10/2020 → Present
  Rfg Advisory, Llc Dba Blake Wealth Management
  Mckinney, TX

Previous Registrations

• 2014-09-26 → 2020-10-20
  Raymond James Financial Services Advisors, Inc
  Allen, TX
  Frisco, TX
• 2011-11-02 → 2014-09-08
  Allstate Financial Advisors, Llc
  Frisco, TX
  Allen, TX
• 2009-07-17 → 2009-11-06
  Waddell & Reed
  Colleyville, TX
• 1999-07-24 → 2009-06-18
  Ameriprise Financial Services, Llc
  Richardson, TX
  Richardson, TX
  Richardson, TX

Other Businesses

1) Blake Wealth Management; YES;201 W. Virginia Street, Suite 102, Mckinney, TX 75069; DBA; Owner/Founder/Advisor; Start: 10/15/2020; 160 hrs/mo; 160 during trading hrs; DBA name for advisory and insurance activity. 2) RFG Advisory, LLC; YES; 1400 Urban Center, Ste 475, Vestavia Hills, AL 35242; RIA; 160 hrs/mo; 160 during trading hrs.; RIA Affiliate; Investment Advisor Representative. 3) Insurance Sales; Investment Related; 201 W. Virginia Street, Suite 102, McKinney, TX, 75069; Insurance Investments; Agent;10/15/2020; 80 hrs/mo; 80 hrs/month during trading hours; advice on insurance investment products. 4) Blue Caboose Children's fund; NON investment related; 5013 Bryn Mawr Dr., McKinney, TX 75070, NonProfit; 10/15/2020; 5 hrs/mo; 0hrs/month during trading; Treasurer for non profit. 5) Carry the load; NON investment related; 514 S. Hall Street, Dallas, TX 75226; Non Profit Organization; 10/15/2020; 3 hrs/mo; 0hrs/month during trading; Non Profit Volunteer. 6) Wings of Widows; NON Investment Related; 05/01/2024; 201 W. Virginia Street, Suite 102, McKinney, TX, 75069; Volunteer Financial Coach; 3 hrs/mo; 0hrs/month during trading; Coaching 7) Senior Services Alliance of McKinney Chamber of Commerce; NON investment related; 01/17/2023; 7300 TX-121 Ste 200A, McKinney, TX 75070; Committee Member; 2 hrs/mo; 0hrs/month during trading; 8) Savvy Ladies; NON investment Related; 39 Broadway Rm 1730, New York, NY 10006; Financial Helpline Coach; 08/23/2022; 2 hrs/mo; 0hrs/month during trading; Financial Helpline Volunteer.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-07-02

Designations

• Certified Financial Planner

Other Names

• Eric Joseph Blake