Unclaimed Profile

Blake Tramill Todd

TWO OAKS INVESTMENT MANAGEMENT, LLC·FRESNO, California

SIE, Series 7, Series 8, Series 9, Series 10, Series 24, Series 63, Series 65Clean record24 years registeredTWO OAKS INVESTMENT MANAGEMENT, LLC

7110 NORTH FRESNO STREET, FRESNO, CA 93720CRD# 702561Firm CRD# 157874

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Blake Tramill Todd · FRESNO, CA

Registration

CRD #702561 · TWO OAKS INVESTMENT MANAGEMENT, LLC · 24 years registered

Brand Profile

Not yet started

Career History

D.A. DAVIDSON & CO.

Nov 2013 – present

CROWELL WEEDON & CO.

Nov 2013 – Nov 2013

FRESNO, CA

TWO OAKS INVESTMENT MANAGEMENT, LLC

Jun 2011 – May 2021

CLOVIS, CA

CROWELL, WEEDON & CO.

Dec 2006 – Nov 2013

FRESNO, CA

SEIDLER INVESTMENT ADVISORS INCORPORATED

Feb 2005 – Dec 2006

FRESNO, CA

RBC DAIN RAUSCHER INC.

May 2002 – Feb 2005

FRESNO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 8

Series 9

Series 10

Series 24

Series 63

Series 65

Registration record

First registered · May 28, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TWO OAKS INVESTMENT MANAGEMENT, LLC

CRD 157874 · SEC 801-72390

AUM

$29M

Regulatory assets under management

Employees

1 client accounts

Services offered by TWO OAKS INVESTMENT MANAGEMENT, LLC

Per Form ADV

Portfolio management (pooled investments)

Client types served by the firm

Per Form ADV

Institutional Investors

View all advisors at TWO OAKS INVESTMENT MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Blake Tramill Todd offer?

Blake Tramill Todd specializes in Investment Management, Fee-Only Advisory. Contact their office in FRESNO, California for a consultation.

What are Blake Tramill Todd's credentials?

Blake Tramill Todd is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Blake Tramill Todd located?

Blake Tramill Todd is based in FRESNO, California, working with TWO OAKS INVESTMENT MANAGEMENT, LLC. Their office serves clients in the FRESNO metropolitan area and surrounding communities.

How does Blake Tramill Todd charge for services?

Blake Tramill Todd's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TWO OAKS INVESTMENT MANAGEMENT, LLC?

TWO OAKS INVESTMENT MANAGEMENT, LLC has approximately 2 employees and manages $29M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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