BC
BC

Blake Gregory Curtin

2 Years of Experience
Broker
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
156 advisors
Number of Clients
16,313 clients
Average Client Portfolio
$520K average
Assets Under Management
$8.5B

Fee Structure

Minimum Investment:$5K
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Location

501 Deep Valley Dr.,, Suite 202, Rolling Hills Estates, CA, 90274

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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 Activities

Blake operates under the DBA EQ Private Wealth Advisors for his LPL business since 04/2023. He also provides investment advisory services through Mariner Independent Advisor Network LLC since 05/2023, dedicating nearly full-time hours to this activity.

Employment History
Current Registrations
Mariner Advisor Network
June 2023 - Present · 2 yrs 8 mos
LPL Financial LLCBroker
May 2023 - Present · 2 yrs 9 mos
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.