David BlainCRD 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 22 years of experience in the finance industry.
Wells Fargo Clearing Services, LLC
Altrius Capital Management, Inc.
Credit Union Investment Services
|Bluesky Wealth Advisors, Llc, (fka D.l. Blain & Company, Llc)||New Bern, NC||Sep 1999 - Current||22|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 1999|
Total Assets Under Management628MILLIONS
Total Number of Accounts1,374ACCOUNTS
Average Account Value$457,199
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, GA, NC, NH, PA, SC, TX, VA, WA
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