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Bryan V. Blair

WEALTH PARTNERS
NEWNAN, GA 30265
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CRD#: 2333079
BB

Professional summary


Bryan Vincent Blair, CFP®, ChFC®, who also goes by Bryan V Blair, Bryon VIncent Blair, is a registered financial advisor currently at WEALTH PARTNERS, INC. located in Newnan, Georgia.

Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Bryan has worked at 5 firms and has passed the Series 63, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Bryan V Blair | Bryon Vincent Blair

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.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Bryan Vincent Blair'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®
CFP®

Start date: 2003

Experience


Current

September 20, 2004 - Present

WEALTH PARTNERS, INC.

Office #1: 3229 Highway 34 East Suite 102, Newnan, GA 30265
RIA
CRD#: 132115
NEWNAN, GA
Past

March 26, 2004 - June 21, 2004

CETERA ADVISORS LLC

RIA
CRD#: 10299
NEWNAN, GA
Past

January 1, 2004 - June 21, 2004

CETERA ADVISORS LLC

BD
CRD#: 10299
GREENWOOD VILLAGE, CO
Past

March 23, 2001 - January 2, 2004

IFG NETWORK SECURITIES, INC.

BD
CRD#: 19948
ATLANTA, GA
Past

November 24, 1998 - March 8, 2001

OSAIC FS, INC.

BD
CRD#: 3870
FORT WAYNE, IN
Past

May 13, 1993 - October 8, 1998

PFS INVESTMENTS INC.

BD
CRD#: 10111
DULUTH, GA

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
Georgia
(9/20/2004)

Exams


State Security Law Exam
RR
Series 63
Date: 4/22/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


WP
WEALTH PARTNERS, INC.
WEALTH PARTNERS, INC.

CRD#: 132115 / SEC#:

Georgia
Registered Investment Advisory firm - (9/15/2004 Approved)
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Contact information


Main Address
Moreland, GA
Mailing Address
Phone number
(770) 301-6017
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts6
AUM (Assets Under Management)$ 686,880

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


WEALTH PARTNERS, INC.

CRD#: 132115Newnan, GA 30265

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