Blair
Buchanan

Unest Advisers, LLC

CRD#7529357
Investment Advisor
in North Hollywood, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Blair Buchanan is a financial advisor based in North Hollywood, California, working with Unest Advisers, LLC. Blair has previously held positions at Unest, Aspen High School, Bandana Aspen, Dance Progressions, and the University Of Aberdeen. Blair has passed the Series 66 regulatory exam and is registered to provide services in California and Colorado. Currently, Blair is part of Unest Advisers, LLC, which operates out of North Hollywood, California. The firm has 4 employees and manages assets totaling $26.4 million. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Unest Advisers, LLC includes other fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Others

Office Location

5161 Lankershim Blvd Suite 250
North Hollywood, CA 91601

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Unest Advisers, LLC Brokerage Details

Total Assets Under Management

$26,429,469

CA Average: $7,578,581,321
Total Number of Employees

4

CA Average: 43
Total Number of Accounts

20,068

CA Average: 3,727
Average Account Size

$1,317

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Blair Buchanan Work History

2020 - Present (4 years)

Unest

2019 - 2019 (< 1 year)

Aspen High School

2016 - 2019 (3 years)

Bandana Aspen

2016 - 2020 (4 years)

University Of Aberdeen

2013 - 2016 (3 years)

Dance Progressions

2012 - 2016 (4 years)

Aspen High School

Disclosures

Please visit the SEC profile of Blair Buchanan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Unest Advisers, LLC

Blair Buchanan
North Hollywood, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started