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Dwain Blake

Advisor at ABW, LLC

Updated today

Location

Townsend, GA

Credentials

Series 63, Series 66

Industry experience

27 years

About

Dwain Blake is a financial advisor at ABW, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including CRG Wealth, LLC and Liberty Partners Financial Services, LLC. In addition to his advisory work, he operates an independent insurance business. ABW, LLC provides discretionary asset management, financial planning, and consulting services to individual and high-net-worth clients, as well as qualified retirement plans under ERISA. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to tailor investment strategies, with regular account reviews and reporting.

Client services

Based on ABW, LLC

Financial planning Portfolio management Pension consulting

Expertise

Based on ABW, LLC

Cash flow / budgeting General retirement planning Tax strategies for small businesses

Occupation focus

Based on ABW, LLC

Founder/Business Owner

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Fee options

Fixed

Financial planning fees ranging from $500 to $5,000 fixed fee.

Percentage

$0 - $499,999: 1.50% annually $500,001 - $999,999: 1.25% annually $1,000,000+: 1.00% annually

Commissions

Investment Advisor Representatives receive commissions as licensed insurance agents for sales of investment related products such as insurance.

Subscriptions

Financial consulting fees ranging from $500 to $5,000 charged quarterly or semi-annually in advance.

Location

Townsend, GA

Most active in

Florida · Georgia · North Carolina · Texas

Work history

ABW, LLC formerly ArthurBlakeWealth, LLC

2020 - Present (6 years)

CRG Wealth, LLC

2019 - 2022 (3 years)

CRG Wealth, LLC

2019 - 2020 (1 year)

Snowshoe Advisors, LLC

2018 - Present (8 years)

Canyon Ridge Group, LLC

2018 - 2022 (4 years)

Liberty Partners Capital Management, LLC

2017 - 2019 (2 years)

Liberty Partners Financial Services, LLC

2017 - 2019 (2 years)

Dwain Blake, Sole Proprietor

2017 - Present (9 years)

Camarda Wealth Advisory Group

2016 - 2017 (1 year)

Mass Mutual Investors Services

2013 - 2016 (3 years)

MML Investors Services LLC

2013 - 2016 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Harry G

Series 66

Townsend, GA

ABW, LLC

Harry Goode is a financial advisor at ABW, LLC with five years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Kestra Advisory Services. Outside of his advisory role, he operates an independent insurance business as a sole proprietor. ABW, LLC provides discretionary asset management, financial planning, and consulting services to individual and high-net-worth clients, as well as qualified retirement plans under ERISA arrangements. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to tailor investment programs implemented on a discretionary basis.

Cash flow / budgeting General retirement planning Tax strategies for small businesses Founder/Business Owner
user avatar

Jeffrey T

Series 66

Darien, GA

Edward Jones

Jeffrey Torbush is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Outside of his advisory role, he is co-owner of a family farm business in Darien, GA, where they sell eggs at local farmer’s markets. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and maintaining a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Stephen C

Series 63, Series 65

Ludowici, GA

OSAIC

Stephen Colavito Sr. is a financial advisor at Osaic with 50 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Intervest International Equities Corp for 16 years. He is also involved in owning an insurance brokerage and serves as a financial advisor for Centinel Financial Group. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced portfolio management tools and a large network of financial advisors.

Annuities Founder/Business Owner Executive Retired
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