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Blair Smith

Smith, Blair

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About Blair Smith

Blair Smith is an Investment Advisor Representative with Smith, Blair based in Carson City, NV. Blair is registered with the state of Washington and California and has been in the industry since 2000. Blair Smith provides investment advice for individuals and offers financial planning services.

Firm Information

Blair Smith is currently registered with Smith, Blair. Smith, Blair is an investment advisor representative with 1 advisory function. They offer financial planning and portfolio management services to individuals. Their total regulatory assets under management are $5,846,784.

$5.85M

Assets Under Management

Not reported

Total Clients

1

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

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

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Blair Smith’s Registration & Firm History

NV

01/14/2015 - Present

Smith, Blair (CARSON CITY NV)

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Licenses & Designations

IA

Issued 10/17/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/04/1995

Series 2 - Non-Member General Securities Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Blair Smith.
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