AdFi
RD

Robert Douglas Blair

Investment Adviser Representative at PEAK AMERICAN INVESTMENT ADVISORS, INC.

Plano, TXCRD #2806294Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
16 yrs
States Registered
1 states
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Robert Douglas Blair has worked in the securities industry since 2010. They are registered to provide investment advisory services in Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Texas
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 9/28/2004
Series 63
Uniform Securities Agent State Law Examination
Passed 10/8/1996
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 9/7/2004
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 10/7/1996

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
$0 - $250,0001.45%
$250,001 - $500,0001.25%
$500,001 - $1,000,0001.20%
$1,000,001 - $1,500,0001.00%
$1,500,001 - $3,000,0000.90%
$3,000,001+0.85%
Account minimum: $30,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

PEAK American Investment Advisors, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

PEAK AMERICAN INVESTMENT ADVISORS, INC.Current
2/11/2025Plano, TX
MML INVESTORS SERVICES, INC.
4/18/20077/17/2008Addison, TX
SPECTRUM STRATEGIES, L.L.C.
3/15/200512/31/2006Addison, TX

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Robert Douglas Blair has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Robert Douglas Blair - Financial Advisor in Plano, TX | AdvisorFinder