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BLUEPRINT FINANCIAL ADVISORS LLC
BLUEPRINT FINANCIAL ADVISORS LLC
BLUEPRINT FINANCIAL ADVISORS
GREENSBORO, North Carolina
·
5 registered advisors
·
CRD# 315570
SEC# 801-121848
14
336-609-7522
01
Firm Overview
AUM
$133M
Regulatory assets under management
Employees
23
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Fixed fees
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at BLUEPRINT FINANCIAL ADVISORS LLC
5 registered advisors
Andrea Louise Swope
GREENSBORO, North Carolina
CRD# 5404168
Daniel Joseph Crawford
GREENSBORO, North Carolina
CRD# 7896465
Kenneth Browne Peters
GREENSBORO, North Carolina
CRD# 5919793
Mike Carlone
GREENSBORO, North Carolina
CRD# 4796992
Nicole Marie Hands
GREENSBORO, North Carolina
CRD# 6039825
05
Office Locations
GREENSBORO, North Carolina
5 advisors
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Data sourced from SEC Form ADV filings. BLUEPRINT FINANCIAL ADVISORS LLC (CRD# 315570) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.