Robert Thomas Blake
Investment adviser representative at Esi Financial Advisors
23 yearsExperience
1 stateRegistered in
$2.8BFirm assets
34 yearsFirm in business
Are you Robert Thomas Blake? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
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
23 years in the industry.
- Equity Services, Inc.Jan 2021 to now
- National Life GroupJan 2021 to now
- Bankers Life Securities, Inc.May 2016 to Jan 2021
- Bankers Life and Casualty CompanyNov 2003 to Jan 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (SC).
Esi Financial Advisors
Legal name: Equity Services, Inc.
$2.8BAssets managed
12,379Clients
504Advisers
34 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
- 5337786
- Firm CRD
- 265