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Blake C

Series 66

Quincy, IL

OSAIC

Blake Carlin is a financial advisor at OSAIC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Securities America Advisors, UBS Financial Services, Murdock Banner Financial Group, and State Street Bank & Trust. Carlin serves on the advisory council for the Young Professionals of Quincy and is a board member of St. Dominic Catholic Elementary School. OSAIC serves a diverse client base including individual and high-net-worth investors, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and risk-tolerance assessments to construct portfolios that include a range of investment products, with options for discretionary or non-discretionary management.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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