Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Blair? Claim Your ProfileBlair Lawton Martin is a financial advisor with Equitable Advisors, LLC. Blair has been in the financial services industry since 2002. Blair has a Series 7, Series 31, and Series 66 license, and has been registered with Equitable Advisors, LLC since 2009. Blair is licensed in 42 states, including California, Arizona, Colorado, Florida, Georgia, Illinois, Michigan, Minnesota, New York, Oregon, Pennsylvania, Texas, Virginia, and Washington. Blair is a Partner at CHR Partners, DBA Toby Lane Vineyards. Blair is also a passive investor in BoomerBaby, Carneros Resort and Spa, Watermark at Tiffany Springs Apartments, Home 2 Suites by Hilton, and a passive board member of the Urban Village Farmers' Market Association.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
02/26/2018 - Present
Equitable Advisors, LLC (SAN RAFAEL CA)
CA
06/01/2009 - 12/14/2009
MORGAN STANLEY SMITH BARNEY (SAN RAFAEL CA)
CA
02/04/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SAN RAFAEL CA)
MN
02/21/2003 - 01/22/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/21/2003 - 01/22/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
02/01/2002 - 10/29/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/01/2002 - 10/29/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 02/15/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 01/31/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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