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Dick B
Series 63, Series 65
Santa Clara, CA
The Blakeley Group Inc
Dick Blakeley is the sole advisor at The Blakeley Group Inc in Santa Clara, CA, holding Series 63 and Series 65 credentials with 47 years of industry experience. He has led The Blakeley Group since 2009. The Blakeley Group provides discretionary portfolio and wealth management services to individual and high-net-worth clients, developing personalized investment policy statements through detailed interviews. The firm manages approximately $96 million in client assets and employs a range of investment methods including charting, technical and fundamental analysis, cyclical analysis, and Modern Portfolio Theory to tailor long- and short-term strategies according to client objectives.
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