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Overview
Description
Richard Blair is an executive and is sole owner of Wealth Solutions, Inc., a $52M RIA based in Austin, TX. Richard has held an industry securities registration for 22 years and is subject to SEC oversight....Information
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other namesN/A
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Other FirmsN/A
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doing business asN/A
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typeRIA
Location
13501 GALLERIA CIRCLE
SUITE W-200
Bee Cave,
TX
78738
N/A
Services
Advisor Services
There is no Services data available to display at this time.
Funds
Funds Used With Clients
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Firm Client types
Qualifications
Experience
No timeline events available.
| Employer | Years | Dates |
|---|---|---|
| Crownbridge Wealth LLC | 5 years | Jun 2012 - Present |
| Blair Insurance Group LLC | 9 years, 12 months | Jul 2007 - Present |
| Worldwide Ventures Gp LLC | 13 years, 8 months | Nov 2003 - Present |
| United Global Securities, Inc. | 19 years, 2 months | Oct 1993 - Dec 2012 |
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Richard Dwayne Blair?
Richard Dwayne Blair?
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Designations & Memberships
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Articles and Answers
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Answers
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Licenses & Conducts
U.S. Securities and Exchange Commission
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license statusRegistered
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disclosures9
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as of dateFeb 4, 2017
FINRA
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license statusNot registered
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disclosures9
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as of dateFeb 8, 2017
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:
Assets
Wealth Solutions, Inc.
Last updated on April 20, 2017
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$52.0MTotal Assets Under Management
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N/ATotal Assets Under Advisement
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3KAccounts
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$15.8KEstimated Average Account Balance
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Fees
Types of Compensation Arrangements
- Percentage Of Assets
- Hourly Charges
- Fixed Fees
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