DB
CFA
DB
CFA

David Laurence Blain

22 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningCharitable GivingBusiness OwnersHigh Net Worth
Compensation
Fixed/Hourly
Firm Size
9 advisors
Number of Clients
351 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$849.8M

Fee Structure

Financial Planning:Included in AUM fee
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David Laurence Blain

Location

2131 S. Glenburnie Road, Suite 8, New Bern, NC, 28562

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

David owns Swift Creek Plantation LLC, a real estate holding and development company. He dedicates minimal time to this activity and does not solicit investment advisory clients to invest in the company.

Employment History
Current Registrations
Bluesky Wealth Advisors, LLC
July 2003 - Present · 22 yrs 7 mos
State Registrations2 states
NCTX
Advisor
Exams
No exam information available for this advisor.
Additional Information

BlueSky exists to help people reach their goals and navigate the vagaries of living in a complicated financial world. There is no greater professional satisfaction for me than being an integral part of that process. And as an added bonus, every day I get to work with dynamic, dedicated and very talented colleagues.

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David Laurence Blain