Unclaimed Profile

Anthony Francis Blair

FINANCIAL ADVISERS OF AMERICA, LLC·CARLSBAD, California

SIE, Series 6, Series 26, Series 63, Series 6510 years registeredFINANCIAL ADVISERS OF AMERICA, LLC

1930 PALOMAR POINT WAY, CARLSBAD, CA 92008CRD# 1257306Firm CRD# 142170

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Anthony Francis Blair · CARLSBAD, CA

Registration

CRD #1257306 · FINANCIAL ADVISERS OF AMERICA, LLC · 10 years registered

Brand Profile

Not yet started

Career History

J. W. COLE ADVISORS, INC.

Jun 2016 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 26

Series 63

Series 65

Registration record

First registered · June 6, 2016

Years registered · 10

Disclosure History

2009Customer Dispute·Denied

2003Customer Dispute·Settled

1992Regulatory·Final

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

FINANCIAL ADVISERS OF AMERICA, LLC

CRD 142170 · SEC 801-69221

AUM

$164M

Regulatory assets under management

Employees

681 client accounts

Services offered by FINANCIAL ADVISERS OF AMERICA, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FINANCIAL ADVISERS OF AMERICA, LLC →

Introduction

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Frequently Asked Questions

What services does Anthony Francis Blair offer?

Anthony Francis Blair specializes in Financial Planning, Investment Management. Contact their office in CARLSBAD, California for a consultation.

What are Anthony Francis Blair's credentials?

Anthony Francis Blair is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Anthony Francis Blair located?

Anthony Francis Blair is based in CARLSBAD, California, working with FINANCIAL ADVISERS OF AMERICA, LLC. Their office serves clients in the CARLSBAD metropolitan area and surrounding communities.

How does Anthony Francis Blair charge for services?

Anthony Francis Blair's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, other: referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FINANCIAL ADVISERS OF AMERICA, LLC?

FINANCIAL ADVISERS OF AMERICA, LLC has approximately 50 employees and manages $164M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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