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Richard Dwayne Blair

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Richard Dwayne Blair

Wealth Solutions, Inc.

Pflugerville

TX

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Overview

Description

Richard Blair is an executive and is sole owner of Wealth Solutions, Inc., a $62M RIA. Richard has held an industry securities registration for 25 years and is subject to SEC oversight....

Information

  • other names
    N/A
  • Other Firms
    N/A
  • doing business as
    N/A
  • type
    RIA

Location

1317 PICADILLY DRIVE SUITE B-202
Pflugerville, TX 78660
N/A

Services

Advisor Services

There is no Services data available to display at this time.
Boeing Fee Settlement Highlights the High Bar for Large Plans
BrightScope Editorial

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
Crownbridge Wealth LLC 6 years, 10 months Jun 2012 - Present
Blair Insurance Group LLC 11 years, 10 months Jul 2007 - Present
Worldwide Ventures Gp LLC 15 years, 5 months Nov 2003 - Present
Worldwide Ventures Lp 15 years, 5 months Nov 2003 - Present
United Global Securities, Inc. 19 years, 2 months Oct 1993 - Dec 2012
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Designations & Memberships

Membership information not available

Articles and Answers

Insights by Richard Blair

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Procter & Gamble Plans Competitive, But Exposure to Company Stock a Risk to Participants
BrightScope Editorial

Answers

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Advisor Links

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    10
  • as of date
    Mar 1, 2019
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    10
  • as of date
    Mar 1, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:
See Disclosure Details

Assets

Wealth Solutions, Inc.

Last updated on Jan. 24, 2019
    • $62.0M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 3K
      Accounts
    • $18.5K
      Estimated Average Account Balance

Fees

There is no compensation data available to display at this time