Joseph Blair

Joseph Blair Email and Phone Number

Board member; Retired from financial planning and the securities industry @
Joseph Blair's Location
Ardmore, Pennsylvania, United States, United States
About Joseph Blair

I help people develop a personal roadmap toward achieving their life goals, whether for family, business, charitable or other purposes.

Joseph Blair's Current Company Details
Self employed

Self Employed

Board member; Retired from financial planning and the securities industry
Joseph Blair Work Experience Details
  • Self Employed
    Retired
    Self Employed Jul 2024 - Present
  • Securities Industry
    Retired
    Securities Industry Jul 2024 - Present
  • Financial House
    Director
    Financial House Feb 2016 - Aug 2024
    Wilmington, Delaware, United States
    I provide comprehensive financial planning, investment services and advice on risk management to individuals and families. My clients include business owners; professionals; people considering retirement or career changes; and families with members who have special needs.
    View
  • Financial House
    Financial Planner, Registered Rep At Lpl Financial
    Financial House Nov 2022 - Nov 2023
    Ardmore, Pennsylvania, United States
    View
  • Lincoln Financial Securities
    Financial Planner, Registered Representative
    Lincoln Financial Securities Feb 2016 - Nov 2022
    Joe Blair is an Investment Advisor Representative offering securities and advisory services through Lincoln Financial Securities Corporation, Member SIPC. Investments offered to residents of DC, DE, FL, MA, NJ, NY, PA & VT. Advisory Services offered to residents of DE & PA. Branch office: 5818 Kennett Pike, Wilmington DE 19807. Lincoln Financial Securities is not affiliated with Financial House. LFS-2789551-102319.
    View
  • Univest
    Senior Vice President And Group Manager, Private Client Group
    Univest Jun 2012 - Nov 2015
    Souderton, Pennsylvania
    View
  • Millennium Wealth Management
    President
    Millennium Wealth Management Apr 2008 - Dec 2010
    Lansdale, Pennsylvania
    Division of Harleysville National Bank, which was acquired by First Niagara
  • Neuberger Berman
    Advisor
    Neuberger Berman Jul 2007 - Apr 2008
    View
  • Wsfs Bank
    Executive Vice President
    Wsfs Bank Jul 2005 - Jul 2007
  • Commerce Bank
    Executive Vice President
    Commerce Bank Jun 2004 - May 2005
    President and CEO of Commerce Capital Markets
  • Advest, Inc.
    Executive Vice President
    Advest, Inc. Jul 1999 - Jun 2004
    View
  • J. D. Blair Securities Corp.
    President
    J. D. Blair Securities Corp. Jan 1993 - Jul 1999

Joseph Blair Education Details

Frequently Asked Questions about Joseph Blair

What company does Joseph Blair work for?

Joseph Blair works for Self Employed

What is Joseph Blair's role at the current company?

Joseph Blair's current role is Board member; Retired from financial planning and the securities industry.

What schools did Joseph Blair attend?

Joseph Blair attended Stanford University Graduate School Of Business, Harvard Kennedy School And Graduate School Of Design, Harvard University.

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