Richard BlairCRD Number: 2256412
Current Firm: Wealth Solutions, Inc.
Richard Blair (CRD# 2256412) is an Investment Advisor Representative working at Wealth Solutions, Inc. in Austin, TX and has over 26 years of experience in the finance industry.
C.m.bidwell & Associates Ltd
Wall Street Financial Group, Inc.
Venturi Wealth Management, LLC
|Crownbridge Wealth LLC||Houston, TX||Jun 2012 - Current||6|
|Blair Insurance Group LLC||Houston, TX||Jul 2007 - Current||11|
|Worldwide Ventures LP||Houston, TX||Nov 2003 - Current||15|
|Worldwide Ventures Gp LLC||Houston, TX||Nov 2003 - Current||15|
|United Global Securities, Inc.||Houston, TX||Oct 1993 - Dec 2012||19|
|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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Employer Dispute
- Customer Dispute
- Regulatory Event
Total Assets Under Management60MILLIONS
Total Number of Accounts1,500ACCOUNTS
Average Account Value$40,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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