Blaine Shira, financial advisor Redlands CA

Blaine Shira

CRD Number: 6242626
Current Firm: Raymond James Financial Services Advisors, Inc.

Blaine Shira (CRD# 6242626) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Redlands, CA and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services, Inc. Redland, CA Jan 2018 - Current 6
Raymond James Financial Services Advisors Inc. Redlands, CA Jan 2018 - Current 6
Citrus Wealth Management, LLC Redlands, CA Jan 2018 - Current 6
Concurrent Advisors Redlands, CA Oct 2019 - Dec 2022 3
Lpl Financial, LLC Redlands, CA Nov 2013 - Jan 2018 4
Kwb Wealth Managers Redlands, CA Sep 2013 - Jan 2018 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2014
Contact Info for Blaine Shira
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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