Eugene Blair
Eugene Blair is a CFP-designated registered investment advisor at LPL Financial LLC, based in Chattanooga, TN, with 45 years of industry experience. Eugene is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
1515 Gunbarrel Rd # 119, Chattanooga, TN, 37421
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2014Customer Dispute
December 2002Other Business ActivitiesSells Insurance
Eugene sells fixed insurance, health, and life insurance under the DBA Informed Investments, dedicating minimal time to this. He also does tax preparation and bookkeeping, and is involved in real estate rental through B Squared Holdings, LLC, each taking minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Prudential-Bache Securities INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Ids Life Insurance CompanyBroker
Investors Diversified Services, INC.Broker
Ids Marketing CorporationBroker
State Registrations6 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.
Exams
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