LB
Larry R. Blair
PERSONAL BENEFIT FINANCIAL
LAKEWOOD, CO 80215
Some features on this profile are disabled
CRD#: 849940
LB
Professional summary
Larry Ronald Blair, CFP®, who also goes by L Ron Blair, is a registered financial advisor currently at PERSONAL BENEFIT FINANCIAL located in Lakewood, Colorado and KESTRA ADVISORY SERVICES, LLC located in Lakewood, Colorado.
Larry is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1978. Larry has worked at 7 firms and has passed the Series 63, Series 7TO, SIE, Series 1, Series 51 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
L Ron 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.
Name: Personal Benefit Financial Investment Related: Yes Address: 870 Kipling Street Lakewood CO 80215 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Employee Start Date: 10/1/1977 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Sales of securities and insurance. Prepare and present financial plans Name: Personal Benefit Seminars Investment Related: No Address: 870 Kipling Street Lakewood CO 80215 Nature of Business: Other Other/None of the Above Speaker Position, Title or Relationship: Employee Start Date: 10/1/1982 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 31% - 40% (43 - 56 hours) Duties: Speaker Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 SW Parkway Bldg 2 Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 9/1/2018 Hours per month: 71% - 80% (113 - 128 hours) Hours per month during trading hours: 71% - 80% (99 - 112 hours) Duties: Investment Advisor Representative Name: L. Ronald Blair Investment Related: No Address: 4529 Fig Strret Golden CO 80403 Nature of Business: Real Estate Position, Title or Relationship: Owner Start Date: 7/1/1983 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Owner Name: PERSONAL BENEFIT ADVISORY, INC. POSITION: Financial Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 32 SECURITIES TRADING HOURS: 26 START DATE: 09/01/2025 ADDRESS: 870 Kipling St, Lakewood CO 80215, United States DESCRIPTION: Provide financial services to clients based on their financial situation. Offer professional third party money management. Offer 529s and annuities. We are fiduciaries. NAME: MY FEDERAL RETIREMENT BENEFITS POSITION: Assistant NATURE: Seminars for Federal Employees INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2025 ADDRESS: 870 Kipling St., Lakewood CO 80215, United States DESCRIPTION: Prepare Seminar Materials, Present Materials
CRS (Client Relationship Summary) - RIA
Click below to view Larry Ronald 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: 1983
Experience
Current
January 1, 1999 - Present
PERSONAL BENEFIT FINANCIAL
Office #1: 1400 Carr Street, Lakewood, CO 80215RIA
CRD#: 112517
LAKEWOOD, CO
Current
August 27, 2018 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 870 Kipling St. Suite A, Lakewood, CO 80215RIA
CRD#: 283330
Lakewood, CO
Current
August 27, 2018 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 870 Kipling St. Suite A, Lakewood, CO 80215Office #2: 5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735BD
CRD#: 42046
Lakewood, CO
Past
January 1, 1999 - November 26, 2008
OSAIC WEALTH, INC.
RIA
CRD#: 23131
LAKEWOOD, CO
Past
November 29, 1996 - August 16, 2005
EMPOWER FINANCIAL SERVICES, INC.
BD
CRD#: 13109
GREENWOOD VILLAGE, CO
Past
November 19, 1989 - August 30, 2018
OSAIC WEALTH, INC.
BD
CRD#: 23131
LAKEWOOD, CO
Past
January 15, 1982 - November 19, 1989
INTEGRATED RESOURCES EQUITY CORPORATION
BD
CRD#: 6403
Past
March 13, 1978 - November 29, 1996
THE GREAT-WEST LIFE ASSURANCE COMPANY
BD
CRD#: 5927
ENGLEWOOD, CO
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".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Colorado(1/1/1999)
RR
Colorado(8/27/2018)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 2/24/1978
Registered Representative ExaminationPrincipal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
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.
