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David Laurence Blain

BLUESKY WEALTH ADVISORS, LLC·NEW BERN, North Carolina
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2131 S GLENBURNIE ROAD, NEW BERN, NC 28562CRD# 3174553Firm CRD# 116760
01

About

David Laurence Blain is a registered financial advisor based in NEW BERN, North Carolina, affiliated with BLUESKY WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BLUESKY WEALTH ADVISORS, LLC
BLUESKY WEALTH ADVISORS, LLC
AUM
$730M
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at BLUESKY WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3174553
Firm CRD# 116760
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Laurence Blain offer?
David Laurence Blain specializes in Financial Planning, Investment Management. Contact their office in NEW BERN, North Carolina for a consultation.
What are David Laurence Blain's credentials?
David Laurence Blain is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Laurence Blain located?
David Laurence Blain is based in NEW BERN, North Carolina, working with BLUESKY WEALTH ADVISORS, LLC. Their office serves clients in the NEW BERN metropolitan area and surrounding communities.
How does David Laurence Blain charge for services?
David Laurence Blain's firm is compensated through hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BLUESKY WEALTH ADVISORS, LLC?
BLUESKY WEALTH ADVISORS, LLC has approximately 14 employees and manages $730M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in NEW BERN
James Michael Russo — ALTRIUS CAPITAL MANAGEMENT, INC.Caroline Wight Blain — BLUESKY WEALTH ADVISORS, LLCAndrea Lee Aitken — ALTRIUS CAPITAL MANAGEMENT, INC.Ralph Anthony Milne — ALTRIUS CAPITAL MANAGEMENT, INC.
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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