CB
CB

Chandler Robert Blake

7 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
1,885 clients
Average Client Portfolio
$845K average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
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Location

5005 Lbj Freeway, Ste. 2200, Dallas, TX, 75244-6152

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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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Employment History
Current Registrations
Guidestone Financial ServicesBroker
March 2025 - Present · 11 mos
Guidestone Advisors
March 2025 - Present · 11 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
October 2020 - March 2025 · 4 yrs 5 mos
Fidelity Brokerage Services LLCBroker
September 2020 - April 2025 · 4 yrs 7 mos
Purshe Kaplan Sterling InvestmentsBroker
January 2020 - July 2020 · 6 mos
Pks Advisory Services, LLC
January 2020 - July 2020 · 6 mos
AXA Advisors, LLC
August 2018 - January 2020 · 1 yr 5 mos
AXA Advisors, LLCBroker
July 2018 - January 2020 · 1 yr 6 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.