Karen Blair, financial advisor Novato CA
90 score

Karen Blair

CRD Number: 6018779
Current Firm: Winans Investments

Karen Blair (CRD# 6018779) is an Investment Advisor Representative working at Winans Investments in Novato, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Winans International Novato, CA Jul 1995 - Current 21
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2012
Contact Info for Karen L. Blair
Phone Number: 415-506-3070
Registered State(s):
  • CA
  • NV
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States


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

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