Most individuals who opt for the DIY approach on personal investment matters have paid dearly by losing a significant amount of their money. Further, most individuals of the public hold low confidence and trust in the financial sector due to the existence of Ponzi schemes that have flooded the financial sector with financial scams. This has given rise to the need for professional investment advisory services in a bid to help financially incompetent and inexperienced members of the public with matters pertaining securities.
Investment advisors are either groups or people who are tasked with executing investment recommendations or conducting securities analysis in exchange for a certain fee. Most professionals in this line of operate within the financial sector by offering financial guidance and advice. They can undertake various actions on behalf of their clients under discretionary authority, which ought to be provided by customers in a formal manner.
An investment manager can manage his or her clients’ assets directly. Those professionals in this line of work with sufficient property that can be registered with the Securities and Exchange Commission are called Registered Investment Advisors. Dealing with investment advisors give clients a sense of security since they are prohibited by law to provide fraudulent or deceitful advice to their customers. Further, they are not allowed to sell or buy securities between their clients and themselves without the existence of a written agreement.
Richard Blair boasts of a cemented reputation in providing investment advisory services. He offers investment services to the public through Wealth Solutions, which is his Investment Advisory firm. Blair holds a broad range of professional qualifications in his line of work or career. Hence, he is a Certified Fund Specialist, Certified Tax Specialist, Retirement Income Certified Professional, Certified Annuity Specialist, Registered Investment Advisor, Certified Estate and Trust Specialist among others. On top of these professional titles, he holds an undergraduate degree in Finance from the University of Houston.
Blair founded Wealth Solutions with an objective of delivering a significant and positive impact on the lives of business owners, individuals as well as families. He is greatly inclined to education matters since his grandmother and mother were once teachers. Through their work, he witnessed the impact of teaching in the growth of an individual’s level of confidence and knowledge. Over 20 years in his career, he has continuously fine-tuned his expertise, especially in retirement planning. As such, he has made a significant impact in helping his customers narrow the gap between planning for retirement and being in retirement.
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