Ashton Blake Texas
Investment adviser representative at Equitable Advisors, LLC
8 yearsExperience
2 statesRegistered in
$47.3BFirm assets
48 yearsFirm in business
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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
8 years in the industry.
- EquitableJul 2023 to now
- Equitable Advisers, LLCJul 2023 to now
- Equitable Advisors, LLCMar 2023 to now
- UnemployedJan 2023 to Feb 2023
- Western Carolina University Residential LivingMay 2022 to Dec 2022
- DoordashJun 2021 to Aug 2021
- Cvs PharmacyMay 2020 to May 2022
- Axis SecuritySep 2019 to Dec 2022
- Western Carolina UniversityJun 2019 to Dec 2022
- Andy's Frozen CustardMay 2019 to May 2020
- Freddy's Frozen CustardMar 2019 to May 2019
- Marvin Ridge High SchoolJul 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NC, OH).
Equitable Advisors, LLC
$47.3BAssets managed
76,027Clients
4,640Advisers
48 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
- 7709063
- Firm CRD
- 6627