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Overview

Services

Advisor Services

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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, 1 month Jun 2012 - Present
Blair Insurance Group LLC 10 years Jul 2007 - Present
Worldwide Ventures Gp LLC 13 years, 9 months Nov 2003 - Present
United Global Securities, Inc. 19 years, 2 months Oct 1993 - Dec 2012
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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

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    9
  • as of date
    Feb 4, 2017
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    9
  • as of date
    Feb 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
    • $52.0M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 3K
      Accounts
    • $15.8K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
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