Blair Weinstock, financial advisor Big Lake AK
83 score

Blair Weinstock

CRD Number: 1887789
Current Firm: Sagepoint Financial, Inc.

Blair Weinstock (CRD# 1887789) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Big Lake, AK and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Sagepoint Financial, Inc. Big Lake, AK Nov 2010 - Current 6
First Allied Securities, Inc. Anchorage, AK May 2008 - Nov 2010 2
First Advisors, Inc. Bradenton, FL Jan 2007 - Nov 2010 3
Ffp Securities, Inc. Bradenton, FL Jan 1992 - May 2008 16
First Financial Planners & Associates Bradenton, FL Jan 1992 - May 2008 16
Ffp Advisory Services, Inc. Bradenton, FL Jan 1993 - Jan 2007 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1988
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:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Blair I. Weinstock
Phone Number: 1-800-552-3319 EXT 2606
Registered State(s):
  • AK
By the Numbers
  • Total Assets Under Management
    4,385
    MILLIONS
  • Total Number of Accounts
    23,011
    ACCOUNTS
  • Average Account Value
    $190,540
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • 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, VI, VT, WA, WI, WV

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BADGES
83

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