Eric Joseph Blake
Investment adviser representative at Rfg Advisory, LLC
9 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
9 years in the industry.
- Rfg Advisory, LLCOct 2020 to now
- Rfg Advisory, LLC dba Blake Wealth ManagementOct 2020 to now
- Private Client ServicesOct 2020 to Oct 2023
- Legacy Texas BankJan 2015 to Sep 2017
- Raymond James Financial Services Advisors Inc.Sep 2014 to Oct 2020
- Raymond James Financial Services,incSep 2014 to Oct 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
State registrations
Registered as an investment adviser representative in 1 state (TX).
Rfg Advisory, LLC
$8BAssets managed
17,410Clients
188Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3247545
- Firm CRD
- 158401