George Blais
George Blais is a registered investment advisor at Osaic Wealth, INC., based in Daphne, AL, with 29 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
9078 Merritt Lane, Suite C, Daphne, AL, 36526
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2003Customer Dispute
August 2002Other Business ActivitiesSells Insurance
George is the founder/president of Clearer Vision Consulting, providing coaching and consulting services, dedicating about 10-20% of his time. He also works as a wealth consultant for Advantage Wealth Management (nearly full-time) and is an insurance agent, spending a few hours per week on insurance sales and service.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Greenwich Private Wealth LLC
LPL Financial LLC
LPL Financial LLCBroker
Transamerica Capital, INC.Broker
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Directed Services LLCBroker
First Union Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.