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Daniel Joseph Crawford

BLUEPRINT FINANCIAL ADVISORS LLC·GREENSBORO, North Carolina
BLUEPRINT FINANCIAL ADVISORS LLC
1250 REVOLUTION MILL DRIVE, GREENSBORO, NC 27405CRD# 7896465Firm CRD# 315570

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Joseph Crawford · GREENSBORO, NC
Registration
CRD #7896465 · BLUEPRINT FINANCIAL ADVISORS LLC
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Daniel Joseph Crawford 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
Introduction

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03

Firm Overview

Firm
BLUEPRINT FINANCIAL ADVISORS LLC
BLUEPRINT FINANCIAL ADVISORS
AUM
$133M
Regulatory assets under management
Employees
23
Total firm employees
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# 7896465
Firm CRD# 315570
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Joseph Crawford offer?
Daniel Joseph Crawford specializes in Financial Planning, Investment Management. Contact their office in GREENSBORO, North Carolina for a consultation.
What are Daniel Joseph Crawford's credentials?
Daniel Joseph Crawford is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Joseph Crawford located?
Daniel Joseph Crawford 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 Daniel Joseph Crawford charge for services?
Daniel Joseph Crawford'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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