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EB

Edward T. Blanchard

Some features on this profile are disabled
CRD#: 6894906
EB

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Edward Troy Blanchard was a registered financial professional .

Edward is a previously registered financial professional and started their career in finance in 2018. Edward had worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.
(1) TBlanchard Law PC., Owner Blanchard Pattison LLC, non investment related, 50 E 100 S Ste 101 St George UT 84770, Attorney/Director, Jan 2014 to present. 200 hrs./month, 8hrs. devoted during security trading hrs. Attorney who's practice involves estate planning and corporate law; (2) 750 Ridgeview, LLC, real estate investment only, 50 E 100 S Ste 101 St George UT 84770, Manager, Jan 2017 to present, 1 hr. per month during trading hours; (3) Lazy Bones Investments, LLC - Nov 2021,real estate investments, yes investment related,1680 W Chateau Circle, St George UT 84770, Manager and Member, Sept 2005 to present, .5 hr. per month during trading hours; (4) Mesquite Trails RV, LLC, July 2020, Manager, investment in real estate, approximately 2 hours/month. Livestudy, LLC - non investment related Continuing Education services for attorneys, 1680 W Chateau Circle, St. George, UT 84770, Manager, Jan 2009 - Present, .5 hr per month

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

February 23, 2018 - December 12, 2022

VANTAGE ADVISORS, LLC

RIA
CRD#: 153054
ST. GEORGE, UT

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 2/22/2018
Uniform Investment Adviser Law Examination

Current Firm

VA
VANTAGE ADVISORS, LLC
VANTAGE ADVISORS, LLC

CRD#: 153054 / SEC#: 801-71164

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Contact information

Main Address
50 East 100 South Suite 101, St. George, UT 84770
Mailing Address
Phone number
(435) 628-6336
Established
Firm type
Fiscal year end
# of Employees
5

Documents

Latest Form ADV

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

VANTAGE ADVISORS, LLC

CRD#: 153054

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