Smith, Blair

Smith, Blair (CRD# 125134) is a financial advisory firm headquartered in , . They manage $3,500,000 in 12 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $291,667
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, WA

Financial Advisors at Smith, Blair
Showing 1 - 1 of 1 top financial advisors.
1
Blair Smith
CRD#: 2650126
Dana Point, CA
68
Wealthminder
score

Blair Smith (CRD# 2650126) is an Investment Advisor Representative working at Smith, Blair in Dana Point, CA and has over 2 years of experience in the finance industry.

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