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Bryan Vincent Blair

Wealth Partners, Inc.

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About Bryan Vincent Blair

Bryan Vincent Blair is a financial advisor with Wealth Partners, Inc., located in Newnan, Georgia. Bryan has been in the industry since 1993 and holds the Series 6, Series 7, and Series 63 licenses. Bryan is also a Certified Financial Planner. Bryan has worked for several firms over the years, including Multi-Financial Securities Corporation, IFG Network Securities, Inc., Jefferson Pilot Securities Corporation, and PFS Investments Inc. Bryan specializes in providing asset allocation services, financial planning, educational seminars, and portfolio management for individuals.

Firm Information

Bryan Blair is currently registered with Wealth Partners, Inc.. Wealth Partners, Inc. is an investment advisor headquartered in [Main Office City, State]. The firm offers asset allocation services, financial planning, and portfolio management for individuals. They have 1 licensed agent, 1 investment adviser representative, and manage approximately $654,272 in assets for 5 clients. They also provide educational seminars.

$654,272

Assets Under Management

5

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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Bryan Blair’s Registration & Firm History

GA

09/20/2004 - Present

Wealth Partners, Inc. (NEWNAN GA)

CO

01/01/2004 - 06/21/2004

MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)

GA

03/23/2001 - 01/02/2004

IFG NETWORK SECURITIES, INC. (ATLANTA GA)

IN

11/24/1998 - 03/08/2001

JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)

GA

05/13/1993 - 10/08/1998

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

BC

Issued 04/22/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/20/2003

Series 7 - General Securities Representative Examination

BC

Issued 04/22/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Bryan Vincent Blair. Review regulatory record here.
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