John BlairCRD 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.
Clothier Springs Capital Management, LLC
Triad Advisors, Inc.
Newbridge Wealth Management
|Dt Investment Partners, LLC||Chadds Ford, PA||Jun 2011 - Current||6|
|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|
Total Assets Under Management678MILLIONS
Total Number of Accounts1,239ACCOUNTS
Average Account Value$547,498
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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