David Blain, financial advisor New Bern NC
96 score

David Blain

CRD Number: 3174553
Current Firm: Bluesky Wealth Advisors, LLC

David Blain (CRD# 3174553) is an Investment Advisor Representative working at Bluesky Wealth Advisors, LLC in New Bern, NC and has over 17 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
D.l. Blain & Company, LLC New Bern, NC Jul 2003 - Current 13
Aeorspace & Defense Holdings LLC New Bern, NC Jul 2007 - May 2010 2
National Investors, LLC New Bern, NV Feb 2002 - May 2010 8
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 1999
Contact Info for David L. Blain
Phone Number: 252-633-0107
Firm Website: http://www.blueskywa.com
Registered State(s):
  • CA
  • TX
  • NC
  • LA
By the Numbers
  • Total Assets Under Management
    361
    MILLIONS
  • Total Number of Accounts
    1,274
    ACCOUNTS
  • Average Account Value
    $283,098
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

CA, FL, GA, IL, LA, NC, TX, VA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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