RB
Richard P. Blankenship
FRANKLIN STREET ADVISORS
Chapel Hill, NC 27517-8833
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CRD#: 1081815
RB
Professional summary
Richard Peters Blankenship is a registered financial advisor currently at FRANKLIN STREET ADVISORS INC. located in Chapel Hill, North Carolina.
Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Richard has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Richard Peters Blankenship's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 8, 2004 - Present
FRANKLIN STREET ADVISORS INC.
Office #1: 1450 Raleigh Road Suite 300, Chapel Hill, NC 27517-8833Office #2: 1450 Raleigh Road, Ste. 300, Chapel Hill, NC 27517RIA
CRD#: 106275
Chapel Hill, NC
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FS
FRANKLIN STREET ADVISORS INC.
FRANKLIN STREET ADVISORS INC. | FRANKLIN STREET ASSET MANAGEMENT, LLC | FRANKLIN STREET ADVISORS, INC.
CRD#: 106275 / SEC#: 801-39635
RIA
Registered Investment Advisory firm - (8/15/1991 Approved)North Carolina
Registered Investment Advisory firm - (12/31/2002 Failure to Renew)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
North Carolina(9/8/2004)
IAR
Texas(2/14/2019)
IAR
Virginia(8/31/2021)
Exams
Current Firm
FS
FRANKLIN STREET ADVISORS INC.
FRANKLIN STREET ADVISORS INC. | FRANKLIN STREET ASSET MANAGEMENT, LLC | FRANKLIN STREET ADVISORS, INC.
CRD#: 106275 / SEC#: 801-39635
RIA
Registered Investment Advisory firm - (8/15/1991 Approved)North Carolina
Registered Investment Advisory firm - (12/31/2002 Failure to Renew)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 Raleigh Road Suite 300, Chapel Hill, NC 27517-8833
Mailing Address
Phone number
(919) 489-2600
Established
Firm type
Fiscal year end
# of Employees
39
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,613 |
| AUM (Assets Under Management) | $ 3,930,236,135 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 02/24/2025 | ||
| 08/28/2023 | ||
| 11/23/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
FRANKLIN STREET ADVISORS INC.
CRD#: 106275Chapel Hill, NC 27517-8833TRUST BUT VERIFY
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