Blair Shein (CRD# 4646254) is an Investment Advisor Representative working at Compass Financial Group, Inc. in Deerfield Beach, FL and has over 23 years of experience in the finance industry. Blair Shein 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.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 1235698
World Equity Group, Inc.
CRD# 6480437
Equitable Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Florida Atlantic University | Boca Raton, FL | Sep 2017 - Current | 6 |
Florida Atlantic University | Boca Raton, FL | Mar 2012 - Current | 12 |
Compass Financial Group, Inc. | Lighthouse Point, FL | Mar 1993 - Current | 31 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jul 2000 |
- FL
- TX
-
Total Assets Under Management376MILLIONS
-
Total Number of Accounts431ACCOUNTS
-
Average Account Value$871,439
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
FL, TX
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