Best Investors
Account
Sign in
Best Investors
Account
Sign in
235 Front St. Se Suite 300, Salem, OR 97301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-15 |
| OR | RA | APPROVED | 2025-08-15 |
| WA | RA | APPROVED | 2018-04-23 |
| LA | RA | APPROVED | 2018-04-09 |
| TX | RA | APPROVED | 2018-04-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Salem | OR | 04/2012 | 04/2018 |
| Keudell Morrison Wealth Management, Llc | Salem | OR | 04/2018 | Present |
Mr. Blount is a licensed insurance agent authorized to sell insurance products of various insurance companies. This could present a potential conflict of interest as he could receive commissions for selling these products. Clients are under no obligation to purchase products that he may recommend, nor are they obligated to purchase those products through him. Approximately 0% of his time is spent on insurance products during trading hours and 4% of his time during non-trading hours. Since January 2013 Mr. Blount has managed the Myriad III LLC 401(k) Plan, an investment-related activity, at the Keudell Morrison Wealth Management, LLC office located at 235 FRONT ST. SE SUITE 300 SALEM, OR 97301 United States. Mr. Blount devotes one hour per month to this activity during trading hours and no hours per month during non-trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 2002-02-15 |
Reach out to this advisor