David Blain (CRD# 3174553) is an Investment Advisor Representative working at Bluesky Wealth Advisors, LLC in New Bern, NC and has over 24 years of experience in the finance industry.
CRD# 6700701
Credit Union Investment Services
CRD# 2515067
Edward Jones
CRD# 5267818
First Citizens Investor Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bluesky Wealth Advisors, Llc, (fka D.l. Blain & Company, Llc) | New Bern, NC | Sep 1999 - Current | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 1999 |
- NC
- TX
-
Total Assets Under Management730MILLIONS
-
Total Number of Accounts1,559ACCOUNTS
-
Average Account Value$468,366
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
AZ, CA, FL, GA, NC, PA, SC, TX, VA, WA
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