Blake Calligaro

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About Blake Calligaro

Blake Calligaro is a Wealth Management Advisor with LPL Financial. Our mission is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security. We work with clients to identify their financial security needs and then focus on solutions that can help make those financial goals a reality.

See Disclosures

General Information

CRD#

6301511

Firm CRD#

6413

Name of Broker/Dealer

LPL FINANCIAL LLC

States Licensed in

Work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Retirement Planning, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Money Management

Compliance

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, ChFC^®, RICP^®

Securities Licenses

Series 6, Series 7, Series 63, Series 65

Compensation and Fees

Fee Structure

Fee-Based

Disclosures

PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC

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Paladin Research Report For:

LPL Financial