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Blake Edward Rorbach

12 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
92 advisors
Number of Clients
7,586 clients
Average Client Portfolio
$406K average
Assets Under Management
$3.1B

Fee Structure

Minimum Investment:$25K
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Location

Phoenix, AZ

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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 is an advisor with Rorbach Financial Services/PFG Advisors, spending about half his time on advisory business and a few hours per week on insurance sales. He also assists his parents with identity theft recovery, works for Mission Beach Luxury Rentals, and is a host for Coronado Coast LLC.

Employment History
Current Registrations
Pfg Advisors
November 2021 - Present · 4 yrs 3 mos
Previous Registrations
Securities America, INC.Broker
November 2021 - January 2023 · 1 yr 2 mos
UBS Financial Services INC.
March 2015 - December 2021 · 6 yrs 9 mos
UBS Financial Services INC.Broker
March 2015 - December 2021 · 6 yrs 9 mos
Morgan Stanley
March 2013 - March 2015 · 2 yrs
Morgan StanleyBroker
February 2013 - March 2015 · 2 yrs 1 mo
Regal Securities, INC.Broker
December 2012 - February 2013 · 2 mos
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.