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Blair M Enfield

Csenge Advisory Group, LLC

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About Blair M Enfield

Blair Enfield is a financial advisor with over 15 years of experience in the industry. Blair is currently registered with Csenge Advisory Group, LLC and Vaikus Advisory Group, LLC. Blair holds the Series 6, 62, 63, 65, 79TO and 26 licenses. Blair is also a Certified Financial Planner. Blair specializes in providing financial planning, asset allocation and investment management services to individuals, families, and corporations. Blair is passionate about helping clients achieve their financial goals. Blair's clients appreciate Blair's commitment to providing personalized financial advice and guidance.

Firm Information

Blair Enfield is currently registered with Csenge Advisory Group, LLC. Csenge Advisory Group, LLC is a financial advisory firm headquartered in Clearwater, Florida. With over 76 investment advisor representatives, they manage over $2.75 billion in assets for individuals, corporations, charitable organizations, and other clients. They offer a range of services including financial planning, asset allocation, and portfolio management. They also provide pension consulting and selection of other advisors.
Csenge Advisory Group, LLC

4755 EAST BAY DRIVE

CLEARWATER, FL 33764

$2.75B

Assets Under Management

Not reported

Total Clients

67

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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asset allocation services

Asset allocation services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Blair Enfield’s Registration & Firm History

GA

03/15/2023 - Present

Csenge Advisory Group, LLC (Alpharetta GA)

CA

05/29/2020 - 09/16/2020

PORTSMOUTH FINANCIAL SERVICES (SAN FRANCISCO CA)

GA

06/18/2014 - 12/13/2019

PFS INVESTMENTS INC. (CUMMING GA)

GA

12/15/2003 - 02/18/2010

MML INVESTORS SERVICES, INC. (ATLANTA GA)

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Licenses & Designations

IA

Issued 08/29/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/03/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/15/2015

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 06/11/2020

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/18/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/03/2009

Series 62 - Corporate Securities Limited Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Blair M Enfield. Review regulatory record here.
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