Blair M. Enfield

BALEFIRE

Alpharetta, GA 30009

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CRD#: 4739168

Professional summary

Blair M Enfield, CFP® is a registered financial advisor currently at BALEFIRE, LLC located in Alpharetta, Georgia.

Blair is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Blair has worked at 6 firms and has passed the Series 65, Series 63, Series 79TO, SIE, Series 6, Series 62 and Series 26 exams.

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.

Licensed Insurance Agent GA, TN, FL

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Blair M Enfield's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2007

Experience

Current

May 1, 2025 - Present

BALEFIRE, LLC

Office #1: 8000 Avalon Boulevard 1st Floor, Suite 100-200, Office 237, Alpharetta, GA 30009

RIA

CRD#: 168733

Alpharetta, GA

Past

March 15, 2023 - March 31, 2025

CSENGE ADVISORY GROUP, LLC

RIA

CRD#: 131167

Alpharetta, GA

Past

June 16, 2020 - September 16, 2020

PORTSMOUTH FINANCIAL SERVICES

RIA

CRD#: 13980

Atlanta, GA

Past

May 29, 2020 - September 16, 2020

PORTSMOUTH FINANCIAL SERVICES

CRD#: 13980

SAN FRANCISCO, CA

Past

December 13, 2019 - June 16, 2023

VAIKUS ADVISORY GROUP, LLC

RIA

CRD#: 306407

DECATUR, GA

Past

November 5, 2014 - December 13, 2019

PFS INVESTMENTS INC.

RIA

CRD#: 10111

CUMMING, GA

Past

June 18, 2014 - December 13, 2019

PFS INVESTMENTS INC.

CRD#: 10111

CUMMING, GA

Past

January 6, 2005 - February 18, 2010

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

ATLANTA, GA

Past

December 15, 2003 - February 18, 2010

MML INVESTORS SERVICES, LLC

CRD#: 10409

ATLANTA, GA

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".

BALEFIRE, LLC

CRD#: 168733 / SEC#: 801-78506

RIA

Registered Investment Advisory firm - (1/8/2014 Approved)

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
(5/1/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/29/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/3/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 79TO

Date: 6/11/2020

Investment Banking Registered Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 6/18/2014

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 62

Date: 10/3/2009

Corporate Securities Limited Representative Examination

Principal/Supervisory Exam

Series 26

Date: 1/15/2015

Investment Company Products/Variable Contracts Principal Examination

Current Firm

BALEFIRE, LLC

CRD#: 168733 / SEC#: 801-78506

RIA

Registered Investment Advisory firm - (1/8/2014 Approved)

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Contact information

Main Address

14221 Dallas Parkway Suite 100, Dallas, TX 75254

Mailing Address

Phone number

(972) 361-1001

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (25 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A SUBSTITUTE DISCLOSURE BROCHUSE 03/2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	2,527
AUM (Assets Under Management)	$ 1,236,940,085

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.

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Firm Stability Insights

Blair M. Enfield

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Blair M Enfield's CRS (Customer Relationship Summary).

Certified licenses

Experience

CSENGE ADVISORY GROUP, LLC

PORTSMOUTH FINANCIAL SERVICES

PORTSMOUTH FINANCIAL SERVICES

VAIKUS ADVISORY GROUP, LLC

PFS INVESTMENTS INC.

PFS INVESTMENTS INC.

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

Primary Firm SEC Registration

BALEFIRE, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/29/2014

Series 63

Date: 7/3/2014

Series 79TO

Date: 6/11/2020

SIE

Date: 10/1/2018

Series 6

Date: 6/18/2014

Series 62

Date: 10/3/2009

Series 26

Date: 1/15/2015

Current Firm

BALEFIRE, LLC

Contact information

SEC notice filing (25 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BALEFIRE, LLC

TRUST BUT VERIFY

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