Tricee Wright

Employer firm

Blakeslee & Blakeslee Financial Advisers Inc. CRD 287683

$423M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 02/1998 → Present
  Blakeslee & Blakeslee Inc.
  San Luis Obispo, CA
• 02/1998 → Present
  Blakeslee & Blakeslee Financial Advisers Inc.
  1101 Marsh St., San Luis Obispo, Ca93401, CA
• 02/1998 → Present
  Blakeslee & Blakeslee, Inc
  San Luis Obispo, CA

Other Businesses

In addition to being a registered representative and insurance agent at Blakeslee & Blakeslee, Tricee is also registered as an Investment Advisor Representative for Blakeslee & Blakeslee Financial Advisors, and will offer clients advice or products from this activity. This activity does not interfere with her duties and obligations at Blakeslee & Blakeslee and is approved by President Sam Blakeslee.

Exams

• S66 Uniform Combined State Law Examination
  2017-06-08
• S63 Uniform Securities Agent State Law Examination
  2007-06-28

Other Names

• Tricee Bolterman
• Adele Patrice Bolterman