BP
BP

Blake Lawrence Paro

21 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningInsurance Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
223 advisors
Number of Clients
6,062 clients
Average Client Portfolio
$201K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$50K
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Location

2245 Gateway Access Point, Suite 203, Raleigh, NC, 27607

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Blake works as a private wealth manager for Paro Wealth Management and is an IAR associated with Advisory Services Network, LLC. Blake also sells and services insurance products, dedicating minimal time to this activity.

Employment History
Current Registrations
Calton & Associates, INC.Broker
October 2017 - Present · 8 yrs 4 mos
Advisory Services Network
October 2017 - Present · 8 yrs 4 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
June 2011 - October 2017 · 6 yrs 4 mos
Raymond James Financial Services, INC.Broker
May 2011 - October 2017 · 6 yrs 5 mos
Wells Fargo Advisors, LLCBroker
January 2008 - May 2011 · 3 yrs 4 mos
Wells Fargo Advisors, LLC
January 2008 - May 2011 · 3 yrs 4 mos
A. G. Edwards & Sons, INC.
May 2005 - January 2008 · 2 yrs 8 mos
A. G. Edwards & Sons, INC.Broker
October 2004 - January 2008 · 3 yrs 3 mos
State Registrations6 states
FLNCNYSCTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Blake Lawrence Paro - Financial Advisor | TrueAdvisor