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Andrea Louise Swope

BLUEPRINT FINANCIAL ADVISORS LLC·GREENSBORO, North Carolina
Unclaimed Profile
1250 REVOLUTION MILL DRIVE, GREENSBORO, NC 27405CRD# 5404168Firm CRD# 315570
01

About

Andrea Louise Swope is a registered financial advisor based in GREENSBORO, North Carolina, affiliated with BLUEPRINT FINANCIAL ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BLUEPRINT FINANCIAL ADVISORS LLC
BLUEPRINT FINANCIAL ADVISORS
AUM
$133M
Regulatory assets under management
Employees
23
Total firm employees
View all advisors at BLUEPRINT FINANCIAL ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Fixed fees
Subscription fees
Regulatory
SEC/IARD CRD# 5404168
Firm CRD# 315570
1 disclosure on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Andrea Louise Swope offer?
Andrea Louise Swope specializes in Financial Planning, Investment Management. Contact their office in GREENSBORO, North Carolina for a consultation.
What are Andrea Louise Swope's credentials?
Andrea Louise Swope is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrea Louise Swope located?
Andrea Louise Swope is based in GREENSBORO, North Carolina, working with BLUEPRINT FINANCIAL ADVISORS LLC. Their office serves clients in the GREENSBORO metropolitan area and surrounding communities.
How does Andrea Louise Swope charge for services?
Andrea Louise Swope's firm is compensated through percentage of aum, hourly charges, fixed fees, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BLUEPRINT FINANCIAL ADVISORS LLC?
BLUEPRINT FINANCIAL ADVISORS LLC has approximately 23 employees and manages $133M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in GREENSBORO
George Mackay Salley — SMITH, SALLEY & ASSOCIATES, LLCAndrew Douglas Davis — SMITH, SALLEY & ASSOCIATES, LLCEdmund Scott Batchelor — SMITH, SALLEY & ASSOCIATES, LLCJames Sullivan Agnew — SMITH, SALLEY & ASSOCIATES, LLCGeorge Gregory Smith — SMITH, SALLEY & ASSOCIATES, LLC
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)CHAPEL HILL (112)DURHAM (111)ASHEVILLE (94)
City Guides
CHARLOTTE GuideRALEIGH GuideCHAPEL HILL GuideDURHAM GuideASHEVILLE Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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