Unclaimed Profile

Joseph Phillip Arce

BLACKSTON'S FINANCIAL ADVISORY GROUP, LLC·THE VILLAGES, Florida

Series 7, Series 66Clean record28 years registeredBLACKSTON'S FINANCIAL ADVISORY GROUP, LLC

8564 E. COUNTY ROAD 466, THE VILLAGES, FL 32162CRD# 3119142Firm CRD# 291380

Profile Verification

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

Identity

Joseph Phillip Arce · THE VILLAGES, FL

Registration

CRD #3119142 · BLACKSTON'S FINANCIAL ADVISORY GROUP, LLC · 28 years registered

Brand Profile

Not yet started

Career History

THE NORDEN GROUP LLC

Jan 2025 – present

WFA OF SAN DIEGO

Mar 2020 – Mar 2024

San Diego, CA

ZERMATT WEALTH PARTNERS

Jan 2015 – Mar 2024

SAN DIEGO, CA

BRANDES INVESTMENT PARTNERS, LP

May 1998 – Aug 2013

SAN DIEGO, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · May 10, 1998

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BLACKSTON'S FINANCIAL ADVISORY GROUP, LLC

CRD 291380 · SEC 801-112486

AUM

$252M

Regulatory assets under management

Employees

2,040 client accounts

Services offered by BLACKSTON'S FINANCIAL ADVISORY GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BLACKSTON'S FINANCIAL ADVISORY GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Joseph Phillip Arce offer?

Joseph Phillip Arce specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in THE VILLAGES, Florida for a consultation.

What are Joseph Phillip Arce's credentials?

Joseph Phillip Arce is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joseph Phillip Arce located?

Joseph Phillip Arce is based in THE VILLAGES, Florida, working with BLACKSTON'S FINANCIAL ADVISORY GROUP, LLC. Their office serves clients in the THE VILLAGES metropolitan area and surrounding communities.

How does Joseph Phillip Arce charge for services?

Joseph Phillip Arce'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 BLACKSTON'S FINANCIAL ADVISORY GROUP, LLC?

BLACKSTON'S FINANCIAL ADVISORY GROUP, LLC has approximately 17 employees and manages $252M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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