Benton Charles Blake

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 12/2021 → Present
  Lpl Financial, Llc
  Salt Lake, UT
• 03/2018 → 01/2022
  Classic Air Medical
  Woods Cross, UT
• 01/2016 → 03/2018
  Amrg
  South Jordan, UT

Other Businesses

1) 06/23/2022 - Hideout Ranch - Not Investment Related - 258 S. Center Street Wallsberg, Utah 84082 - Other - Horse Breeding - Start Date - 03/30/2022 - 1 Hours Per Month/ 0 Hours During Securities Trading - Hideout Ranch co-owner 2) 3/7/2023 - Rise Wealth Management and Planning - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 02/23/2023 - 160 Hours Per Month/130 Hours During Securities Trading 3) 04/24/2024 - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 03/01/2024 - 1 Hour Per Month/ During Trading 4) 07/01/2024 - Rise Planning LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 06/24/2024 - 0 Hours Per Month/ During Trading 5) 09/30/2024 - Real Estate Rental - Investment Related - Salt Lake City & Hurricane, UT - Start Date 10/04/2022 - 10 Hours per Month/ 0 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2022-02-25

Other Names

• Benton Charlesm Blake