Diana Blair, financial advisor Tomball TX

Diana Blair

CRD Number: 4504593
Current Firm: Sage Capital Advisors, LLC

Diana Blair (CRD# 4504593) is an Investment Advisor Representative working at Sage Capital Advisors, LLC in Tomball, TX and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Sage Capital Advisors, LLC San Diego, CA Aug 2005 - Current 18
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2004
Contact Info for Diana M. Blair
Phone Number: 844-279-7243
Registered State(s):
  • CA
  • MN
  • SD
  • TX
By the Numbers
  • Total Assets Under Management
    556
    MILLIONS
  • Total Number of Accounts
    465
    ACCOUNTS
  • Average Account Value
    $1,195,951
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, LA, MD, MN, NH, SD, TX

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