Unclaimed
Brian Blair is an investment advisor representative at Eaton Vance Management and has been working in the financial industry for over 20 years. Brian is registered with the state of Massachusetts and holds the Series 6, 7, 63, and 65 licenses as well as the SIE designation. Brian has previously worked at Quasar Distributors, LLC and Columbia Management Distributors, Inc.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of portfolio income
1
2
MA
04/06/2016 - Present
Eaton Vance Management (BOSTON MA)
ME
02/27/2006 - 09/04/2008
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
MA
10/16/2002 - 09/19/2005
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)
OR
04/26/2000 - 10/11/2002
COLUMBIA FINANCIAL CENTER INCORPORATED (PORTLAND OR)
IA
Issued 03/28/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/30/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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