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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 23 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
6207 Bee Cave Rd
SUITE 140
Austin,
TX
78746
N/A
Services
Advisor Services
There is no Services data available to display at this time.
Funds
Funds Used With Clients
There are no funds listed for this advisor at this time.
Firm Client types
Qualifications
Experience
No timeline events available.
| Employer | Years | Dates |
|---|---|---|
| Crownbridge Wealth LLC | 6 years | Jun 2012 - Present |
| Blair Insurance Group LLC | 10 years, 11 months | Jul 2007 - Present |
| Worldwide Ventures Gp LLC | 14 years, 7 months | Nov 2003 - Present |
| Worldwide Ventures Lp | 14 years, 7 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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disclosures10
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as of dateDec 21, 2017
FINRA
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license statusNot registered
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disclosures10
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as of dateDec 21, 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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