Ameriprise Financial Services
46yrs
Top advisor by experience in Raleigh
12yrs
Blake Cason
Financial advisor at Steward Partners Investment Advisory
At a glance
Experience12 years (since 2014)
How that compares ?12 years in the industry
Office4509 Creedmoor Road Suite 201, Raleigh, NC 27612
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Steward Partners Investment Advisory
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Combined State Law Examination
Career
- May 2026 – nowSteward Partners Investment Advisory, LLCCurrent firm
- 2014 – 2026Edward JonesPreviously
Questions to ask Blake
Tailored to Blake’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Blake
How do I contact Blake?
Call Steward Partners Investment Advisory at 866-694-7769 and ask for Blake Cason. Blake works from the Raleigh, NC office.
How long has Blake been a financial advisor?
Blake has been in the industry since 2014, about 12 years. 12 years in the industry.
What licenses does Blake hold?
Series 66. Tap any license on this page to see what it allows.
Is Blake a fiduciary?
Blake is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Blake paid?
Steward Partners Investment Advisory reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Blake for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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