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Richard Dwayne Blair
Wealth Solutions, Inc.PRESIDENT/DIRECTOR/SEC/CCO
Overview
Description
Richard Blair is an executive and is sole owner of Wealth Solutions, Inc., a $60M RIA. Richard has held an industry securities registration for 25 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
1317 PICADILLY DRIVE
SUITE B-202
Pflugerville,
TX
78660
N/A
Services
Advisor Services
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Funds
Funds Used With Clients
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Firm Client types
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Qualifications
Experience
No timeline events available.
| Employer | Years | Dates |
|---|---|---|
| Crownbridge Wealth LLC | 7 years, 2 months | Jun 2012 - Present |
| Blair Insurance Group LLC | 12 years, 1 month | Jul 2007 - Present |
| Worldwide Ventures Gp LLC | 15 years, 10 months | Nov 2003 - Present |
| Worldwide Ventures Lp | 15 years, 10 months | Nov 2003 - Present |
| United Global Securities, Inc. | 19 years, 2 months | Oct 1993 - Dec 2012 |
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Articles and 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 dateMar 1, 2019
FINRA
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license statusNot registered
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disclosures10
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as of dateMar 1, 2019
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 Feb. 28, 2019
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$60.0MTotal Assets Under Management
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N/ATotal Assets Under Advisement
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3KAccounts
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$17.6KEstimated Average Account Balance
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Fees
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