John Blair, financial advisor Chadds Ford PA
93 score

John Blair

CRD Number: 3109469
Current Firm: Dt Investment Partners, LLC

John Blair (CRD# 3109469) is an Investment Advisor Representative working at Dt Investment Partners, LLC in Chadds Ford, PA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Dt Investment Partners, LLC Chadds Ford, PA Jun 2011 - Current 5
Comprehensive Asset Management & Servicing, Inc. Parsippany, NJ Feb 2011 - Jun 2011 < 1
Daniels & Tansey Wilmington, DE Feb 2009 - Jun 2011 2
Raymond James Financial Services, Inc. Lancaster, PA Nov 2008 - Feb 2009 < 1
Fulton Financial West Chester, PA Aug 2008 - Feb 2009 < 1
Haverford Trust Securities, Inc. Radnor, PA Jan 2003 - Aug 2008 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
S66 NASAA Uniform Combined State Law Examination Apr 2004
Contact Info for John L. Blair
Phone Number: 4847784425
Registered State(s):
  • DE
  • PA
By the Numbers
  • Total Assets Under Management
    678
    MILLIONS
  • Total Number of Accounts
    1,239
    ACCOUNTS
  • Average Account Value
    $547,498
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

DE, PA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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