Richard Blair, financial advisor Pflugerville TX

Richard Blair

CRD Number: 2256412
Current Firm: Wealth Solutions, Inc.

Richard Blair (CRD# 2256412) is an Investment Advisor Representative working at Wealth Solutions, Inc. in Pflugerville, TX and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
One Seven Dba Wealth Solutions Pflugerville, TX Sep 2020 - Current < 1
Crownbridge Wealth LLC Houston, TX Jun 2012 - Current 8
Blair Insurance Group LLC Houston, TX Jul 2007 - Current 13
Wealth Solutions, Inc. Pflugerville, TX Apr 1994 - Current 26
Worldwide Ventures Gp LLC Houston, TX Nov 2003 - Jan 2016 12
Worldwide Ventures LP Houston, TX Nov 2003 - Jan 2016 12
Wealth Solutions, Inc. Pflugerville, TX May 1994 - Dec 2012 18
United Global Securities, Inc. Houston, TX Oct 1993 - Dec 2012 19
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2000
S63 Uniform Securities State Law Examination Jul 1992
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Richard D. Blair
Phone Number: (512) 600-9880
Registered State(s):
  • AR
  • TX
By the Numbers
  • Total Assets Under Management
    41
    MILLIONS
  • Total Number of Accounts
    1,300
    ACCOUNTS
  • Average Account Value
    $31,538
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AR, TX

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