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 27 years of experience in the finance industry.

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Company Name Location Dates Years
Crownbridge Wealth LLC Houston, TX Jun 2012 - Current 7
Blair Insurance Group LLC Houston, TX Jul 2007 - Current 12
Worldwide Ventures LP Houston, TX Nov 2003 - Current 16
Worldwide Ventures Gp LLC Houston, TX Nov 2003 - Current 16
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
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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
  • Customer Dispute
  • Regulatory Event
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
  • 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


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