BH
BH

Blake Howard

6 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
107 advisors
Number of Clients
9,157 clients
Average Client Portfolio
$346K average
Assets Under Management
$3.2B

Fee Structure

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Location

27777 Franklin Road, Suite 700, Southfield, MI, 48034

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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 involved in insurance and annuity sales through Insurance Advantage & LMA Financial Services. This activity takes about 10-20% of Blake's time and serves a similar clientele.

Employment History
Current Registrations
Corecap Advisors
January 2021 - Present · 5 yrs 1 mo
Previous Registrations
Corecap Investments, LLCBroker
March 2020 - October 2021 · 1 yr 7 mos
Nylife Securities LLCBroker
August 2019 - February 2020 · 6 mos
State Registrations1 state
AR
Advisor
Exams
No exam information available for this advisor.