AB
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Andrew Phillip Blakley

14 Years of Experience
1 DisclosureSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
88 advisors
Number of Clients
4,294 clients
Average Client Portfolio
$281K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$1K
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Location

6 Cadillac Dr., Suite 310, Brentwood, TN, 37027

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History

Regulatory History (1)
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Customer Dispute
February 2013
Closed-No Action
Other Business ActivitiesSells Insurance

Andrew owns four H&R Block offices since 2012, dedicating a significant amount of time to them. He also owns Financial Resource Planners Inc, where he meets with clients about their investments, gains new clients, and sells insurance and annuities, taking nearly full-time hours. Additionally, Andrew is president of APB & Associates, Inc, a payroll and bookkeeping services company, taking about 10-20% of his time, and a life agent for ECA Marketing, dedicating minimal time.

Employment History
Current Registrations
Virtue Capital Management, LLC
August 2019 - Present · 6 yrs 6 mos
Previous Registrations
Horter Investment Management, LLC
July 2014 - August 2019 · 5 yrs 1 mo
Salomon Smith Barney INC.
January 2000 - December 2002 · 2 yrs 11 mos
State Registrations1 state
IN
Advisor
Exams
No exam information available for this advisor.
Andrew Phillip Blakley - Financial Advisor | TrueAdvisor