VETTED

Blake Calligaro

CFP^®, RICP^®, ChFC^®

Tel: 410-688-4029 3355 Sw 11 St Miami, FL 33135

About Blake Calligaro

Blake Calligaro is a Wealth Management Advisor with LPL Financial. Our mission is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security. We work with clients to identify their financial security needs and then focus on solutions that can help make those financial goals a reality.

About LPL Financial

Investing isn't just about numbers. It's about your freedom, your family, your future. Whatever your investment goals, LPL Financial advisors can help you build and preserve your wealth with clarity and confidence.

See Disclosures

General Information

Name of Broker/Dealer:

LPL FINANCIAL LLC

States Licensed in:

Work with the following types of clients:

Individual Investors, Businesses

Advisory Services Provided:

Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Retirement Planning, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Money Management

Services

Investment Types:

Options & Futures, Mutual Funds, Bonds, Exchange Traded Funds (ETFs), Commodities, Insurance, Annuities, Stocks

Can meet clients in the following ways:

Video Conference, Our Office, Phone

Compensation and Fees

Fee Structure:

Fee-Based

Preferred meeting methods

I provide a free initial consultation:

Yes

Disclosures

WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.

LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC

CRD# 6301511 Firm CRD# 6413Series: 6, 7, 63, 65

Compliance

Compliance Disclosures in Last 5 yearsI have a clean record

Criminal Disclosures in Last 5 yearsI have a clean record

Office Hours

Monday9:00 AM - 6:00 PM