Drew Blease, CFS®
Tucson, Arizona, 85741
Member Since 2010
Blease Financial Services is a locally owned and operated comprehensive financial consulting firm. Our only focus is to assist our clients to help them protect their financial assets and preserve or enhance their standard of living.
We will accomplish this through education, communication and service, which exceeds our clients\' expectations.
Our clients can expect to be treated with professionalism, confidentiality, personal service, respect, and a commitment to always do what is in their best interest. Our services are provided in a seamless proactive manner and reflect our clients\' hopes, dreams and objectives.
Drew Blease is a LPL Investment Advisor Representative.
My Location
Background Information
Years of Financial Experience
- 22
Certifications and Designations
- CFS®
Methods of Compensation
- Financial Planning: Asset-based fee, Commissions (Investment), Commissions (Insurance)
- Investment Services: Asset-based fee, Commissions (Investment), Commissions (Insurance)
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- LPL Financial
Types of Financial Reports
- Performance Report (Quarterly)
- Custodial Report (Monthly)
- Newsletter (Bi-Monthly)
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them semi-annually
- I review my clients' investment portfolios with them semi-annually
Registration & Licensing
- CRD/IARD Number: 1836019
- Securities Registrations: Series 63, Series 7, Series 6, Series 24
- Insurance Licenses: Life, Annuity, Long-Term Care, Disability, Health
Company Names
- Broker/Dealer: LPL Financial
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Firm Disclosures
- Securities and Financial Planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. The information and opinions posted on this website do not necessarily reflect the opinion of LPL Financial or its affiliates.
Additional Disclosure(s)
- View StatementSecurities and Financial Planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. The information and opinions posted on this website do not necessarily reflect the opinion of LPL Financial or its affiliates.
- View Statement
Planning Services
- Financial Planning, Retirement, College Funding, Estate
Investment Services
- Strategy Development, Asset allocation, Performance Reporting
Investment Products
- Mutual Funds, Securities, Hedge Fund, REITs
Insurance Products
- Life, Fixed Annuity, Variable Annuity, Long-Term Care, Health
Visit Website - http://www.bleasefinancial.com
