Richard Blair, financial advisor Bee Cave TX
41 score

Richard Blair

CRD Number: 2256412
Current Firm: Wealth Solutions, Inc.

Richard Blair (CRD# 2256412) is an Investment Advisor Representative working at Wealth Solutions, Inc. in Bee Cave, TX and has over 24 years of experience in the finance industry. Richard Blair has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Crownbridge Wealth LLC Houston, TX Jun 2012 - Current 4
Blair Insurance Group LLC Houston, TX Jul 2007 - Current 9
Worldwide Ventures LP Houston, TX Nov 2003 - Current 13
Worldwide Ventures Gp LLC Houston, TX Nov 2003 - Current 13
United Global Securities, Inc. Houston, TX Oct 1993 - Dec 2012 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1992
S66 NASAA Uniform Combined State Law Examination Aug 2000
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
  • Customer Dispute
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Richard D. Blair
Phone Number: (512) 600-9880
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    55
    MILLIONS
  • Total Number of Accounts
    3,200
    ACCOUNTS
  • Average Account Value
    $17,188
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

TX

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BADGES
41

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