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Forrest Randall Blair

American Investors Company

Auburn, CA

CRD 2677843

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Employer firm

American Investors Company CRD 38

$631M regulatory AUM 18 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
American Investors Company

12667 Alcosta Blvd., Suite 160, San Ramon, CA 94583 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 1998-03-30
TX RA APPROVED_RES 1998-01-15
  • CA RA
    APPROVED
    Since 1998-03-30
  • TX RA
    APPROVED_RES
    Since 1998-01-15

Branch Locations

13620 Lincoln Way, Suite 280, Auburn, CA 95603 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
American Investors Company San Ramon CA 09/1997 Present
American Investors Company San Ramon CA 03/1998 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1996-01-17
  • S63 Uniform Securities Agent State Law Examination
    1996-01-17
Other Names
  • Randy Blair

View on SEC IAPD

Nearby Firms

NORTHBROOK FINANCIAL GROUP, LLC
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ALLSTATE FINANCIAL ADVISORS, LLC

Nearby Investors

GARY WILLIAM HENSON
ZACHARY JAMES WEIRICH
WILLIAM EDMOND WITZKE

Nearby Offices

NORTHBROOK FINANCIAL GROUP, LLC · AUBURN, CA
FERMATA ADVISORS · Auburn, CA
ALLSTATE FINANCIAL ADVISORS, LLC · AUBURN, CA

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