Blake Gaulden

Chief Investment Officer at Academy Financial Inc - Mays Chapel, MD, US

Blake Gaulden's Colleagues at Academy Financial Inc
Stephen McNear

Timonium, Maryland, United States - Chief Operating Officer

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Carole Leitgeb

Registered Practice Manager

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Kaelin Quick

Director of Project Management

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John Horn

Financial Planner

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Blake Gaulden's Contact Details
HQ
410-825-0781
Location
Durham, North Carolina, United States
Company
Academy Financial Inc
Blake Gaulden's Company Details
Academy Financial Inc logo, Academy Financial Inc contact details

Academy Financial Inc

Mays Chapel, MD, US • 20 - 49 Employees
Financial Services

Academy Financial, Inc. is a financial services firm that specializes in developing innovative concepts for wealth creation and preservation. Academy Financial is comprised a number of advisors with over 100 years of combined industry experience, a team of associate planners, and a dedicated support staff which includes CERTIFIED FINANCIAL PLANNER™ professionals who provide advanced estate and tax planning solutions, and a Chartered Financial Analyst (CFA) for the development of creative investment strategies. We focus on the complex financial planning needs of business owners, executives, retirees, and affluent individuals. Academy Financial's cross disciplinary approach allows us to identify and build holistic plans for our clients from a legal, tax, investment, business, and retirement perspective. Academy Financial, Inc. is committed to providing exceptional service to our clients and offering comprehensive financial plans, wealth management services, estate planning, business succession strategies, retirement, and investment planning.Academy Financials advisors are independent and have an open architecture approach. Our Broker Dealer is Lincoln Financial Advisors Corp. (LFA), a Fortune 500 company. Many of our advisors are members of The Resource Group, a group of the top 200 planners within Lincoln Financial Advisors.Registered associates of Academy Financial Inc. are registered representatives of Lincoln Financial Advisors. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Academy Financial Inc. is not an affiliate of Lincoln Financial Advisors Corp. CRN-3256095-092420

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Details about Academy Financial Inc
Frequently Asked Questions about Blake Gaulden
Blake Gaulden currently works for Academy Financial Inc.
Blake Gaulden's role at Academy Financial Inc is Chief Investment Officer.
Blake Gaulden's email address is ***@academyfinancialinc.com. To view Blake Gaulden's full email address, please signup to ConnectPlex.
Blake Gaulden works in the Financial Services industry.
Blake Gaulden's colleagues at Academy Financial Inc are Stephen McNear, Carole Leitgeb, Kaelin Quick, Harry Horn, Liz Updike, John Horn, Stephen McNear and others.
Blake Gaulden's phone number is 410-825-0781
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