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Gina Blair

10 Years of Experience
Duluth, MN
Broker

Gina Blair is a registered investment advisor at RBC Capital Markets, LLC, based in Duluth, MN, with 10 years of industry experience. Gina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3777 advisors
IM Fee
Planning only
Assets Under Management
$310.4B

Fee Structure

RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.

One-Time Plan:$1,000 - $20,000
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Location

1420 London Road, Suite 201, Duluth, MN, 55805-2425

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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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Employment History
Current Registrations
RBC Capital Markets, LLC
July 2024 - Present · 1 yr 10 mos
RBC Capital Markets, LLCBroker
July 2024 - Present · 1 yr 10 mos
RBC Capital Markets, LLC
July 2024 - Present · 1 yr 10 mos
Previous Registrations
Raymond James Financial Services, INC.Broker
July 2021 - July 2024 · 3 yrs
Redhawk Wealth Advisors, INC.
August 2019 - July 2021 · 1 yr 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2018 - August 2019 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2018 - August 2019 · 8 mos
Wells Fargo Clearing Services, LLC
November 2015 - November 2018 · 3 yrs
Wells Fargo Clearing Services, LLCBroker
October 2015 - November 2018 · 3 yrs 1 mo
State Registrations27 states
AKALAZCACODCFLGAHIIAILKSMAMDMIMNMOMTNMNVSCSDTNTXVAWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Gina Blair - Financial Advisor | TrueAdvisor