Mary Blair, financial advisor Wilmington DE
93 score

Mary Blair

CRD Number: 1181684
Current Firm: Lincoln Financial Securities Corporation

Mary Blair (CRD# 1181684) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Wilmington, DE and has over 29 years of experience in the finance industry.

Similar Advisors
Thomas McKeon, financial advisor Wilmington DE
Thomas F. McKeon
CRD# 2261840
Clothier Springs Capital Management, LLC
Score
106
Similar Advisors
Frederick Hubler, Jr., financial advisor Wilmington DE
Frederick E. Hubler, Jr.
CRD# 4401049
Triad Advisors, Inc.
Score
103
Similar Advisors
Kurt Angstadt, financial advisor Wilmington DE
Kurt Angstadt
CRD# 4726951
Newbridge Wealth Management
Score
103
Company Name Location Dates Years
Lincoln Financial Securities Corporation Wilmington, DE Jul 2008 - Current 8
Financial House Centerville, DE Jan 1990 - Current 26
Jefferson Pilot Securities Corporation Concord, NH Dec 1989 - Jul 2008 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1986
S65 NASAA Investment Advisors Law Examination Jun 1992
Contact Info for Mary A. Blair
Phone Number: 800-258-3648
Registered State(s):
  • DE
By the Numbers
  • Total Assets Under Management
    1,541
    MILLIONS
  • Total Number of Accounts
    8,357
    ACCOUNTS
  • Average Account Value
    $184,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
  • 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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.