Blake Fowler is a registered investment advisor, based in San Diego, CA, with 9 years of industry experience.
Location
11440 W. Bernardo Court, Suite 300, San Diego, CA, 92127
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
May 2021Other Business ActivitiesSells Insurance
Blake is a city councilman, owner of Fowler and Sons Investments LLC (rental property), owner/advisor at Fowler Financial Group LLC, and a Chamber of Commerce board member. He also works as an insurance agent selling life insurance, disability, and fixed annuities, dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Kingswood Capital Partners, LLCBroker
June 2023 - Present · 2 yrs 10 mos
Kingswood Wealth Advisors, LLC
June 2023 - Present · 2 yrs 10 mos
Previous Registrations
Sb Advisory, LLC
May 2022 - June 2023 · 1 yr 1 mo
San Blas Securities LLCBroker
June 2021 - June 2023 · 2 yrs
Nylife Securities LLCBroker
September 2016 - June 2021 · 4 yrs 9 mos
Mwa Financial Services INC.Broker
May 2016 - September 2016 · 4 mos
State Registrations1 state
TX
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.