Richard Blair, financial advisor The Woodlands 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 The Woodlands, TX and has over 30 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 2
Crownbridge Wealth LLC Houston, TX Jun 2012 - Current 10
Blair Insurance Group LLC Houston, TX Jul 2007 - Current 15
Wealth Solutions, Inc. Pflugerville, TX Apr 1994 - Current 28
Worldwide Ventures Gp LLC Houston, TX Nov 2003 - Jan 2016 12
Worldwide Ventures LP Houston, TX Nov 2003 - Jan 2016 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1992
S66 NASAA Uniform Combined State Law Examination Aug 2000
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
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • 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


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