Raul Blanco, financial advisor Plano TX

Raul Blanco

CRD Number: 3084038
Current Firm: Fidelity Personal And Workplace Advisors

Raul Blanco (CRD# 3084038) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Plano, TX and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Plano, TX Jun 2021 - Current 2
Bbva Wealth Solutions Inc. Plano, TX Aug 2020 - May 2021 < 1
Bbva Usa Birmingham, AL Jul 2020 - May 2021 < 1
Bbva Securities Inc. Plano, TX Jul 2020 - May 2021 < 1
Bbva Insurance Agency Austin, TX Jul 2020 - May 2021 < 1
Anmx Group LLC Dallas, TX Aug 2018 - Aug 2020 2
Usaa Investment Management Company San Antonio, TX Jan 2018 - Jun 2020 2
Usaa Financial Advisor Inc. Addison, TX May 2016 - Jun 2020 4
Usaa Financial Planning Services Addison, TX May 2016 - Jun 2020 4
Silver River Llc Dba Gidget Dallas, TX Aug 2018 - Aug 2018 < 1
Eagle Strategies LLC Dallas, TX Feb 2016 - May 2016 < 1
New York Life Insurance Co Dallas, TX Dec 2015 - May 2016 < 1
Nylife Securities LLC Dalls, TX Dec 2015 - May 2016 < 1
E*trade Securities LLC Dallas, TX Nov 2014 - Dec 2015 1
B Of A Distributors, Inc. Charlotte, NC Aug 2010 - Oct 2014 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1998
S66 NASAA Uniform Combined State Law Examination Aug 2002
Contact Info for Raul M. Blanco
Phone Number: 617-563-7000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    652,548
    MILLIONS
  • Total Number of Accounts
    1,712,247
    ACCOUNTS
  • Average Account Value
    $381,106
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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