Blake Anthony Maly
Investment adviser representative at LPL Financial LLC
13 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 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
- Seminars and workshops
Experience
13 years in the industry.
- LPL Financial LLCMar 2026 to now
- Lutz FinancialJun 2025 to Mar 2026
- Principal Life Insurance CoSep 2023 to Apr 2025
- Principal SecuritiesSep 2023 to Apr 2025
- Srs ContractingMar 2023 to Apr 2023
- Nebraska Nutritional VendingMar 2021 to Sep 2021
- Deep Rock FinancialSep 2018 to Dec 2023
- UberJun 2018 to May 2020
- Knights of ColumbusAug 2013 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NE).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 7790950
- Firm CRD
- 6413