Senior Investment Advisor @ (January 2021 - July 2026)
Senior Investment Advisor Representative @ (January 2018 - January 2021)
Senior Investment Advisor Representative @ (May 2017 - January 2018)
Associate Investment Representative @ (August 2013 - May 2017)
Blake Richards Education
University of Louisiana Monroe
Business Administration (Finance)
2006-2011
Blake Richards Skills
Phone Skills
Insurance
Retirement Planning
Data Entry
Report Writing
Data Collection
Investments
Telephone Reception
Administrative Assistants
Financial Services
Wealth Management
Life Insurance
Ten Key
Strategic Financial Planning
Microsoft Word
Document Drafting
Microsoft Excel
Risk Management
Document Management
Customer Service
Management
Phone Etiquette
Project Management
Term Life Insurance
Health Insurance
People Skills
Money Management
Employee Benefits
Whole Life
Blake Richards Summary
Blake Richards, based in Monroe, LA, US, is currently a Financial Advisor | Managing Director - Investments at Wells Fargo Advisors. Blake Richards brings experience from previous roles at First Horizon Advisors and Iberia Financial Services, LLC. Blake Richards holds a 2006 - 2011 Business Administration in Finance @ University of Louisiana Monroe. With a robust skill set that includes Phone Skills, Insurance, Retirement Planning, Data Entry, Report Writing and more. Blake Richards has 3 emails and 1 mobile phone numbers on RocketReach.
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