Richard BlairCRD 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.
Avidian Wealth Solutions, LLC
Nxt:gen Financial Planning
Worthwise Financial Partners
|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|
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
Total Assets Under Management42MILLIONS
Total Number of Accounts747ACCOUNTS
Average Account Value$56,704
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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