Financial ADVSR advisor directory · SEC adviser records
Strategic Blueprint, LLC financial advisors in North Carolina
Every SEC-registered investment adviser representative at a Strategic Blueprint, LLC office in North Carolina, by city and A to Z.
The short answer
14 registered advisors work at Strategic Blueprint, LLC in North Carolina, out of 47 nationwide; it's the firm's number 1 state by advisors, and the most are in Greensboro (5). 5 list the CFP designation and 11 are also registered broker representatives.
Strategic Blueprint, LLC advisors by city in North Carolina
Every firm in North Carolina →Strategic Blueprint, LLC advisors in North Carolina, A to Z
Search by name →- Amy N. ConleyGreensboro
- Jonathan M. DentonRaleigh
- Brett E. DysartRaleigh
- Brandon W. HainesWilmington · Certified Financial Planner
- Jason M. HarrisRaleigh
- William B. HelmsGreensboro
- Cole E. HickmanGreensboro
- Ashley MaddenGreensboro · Certified Financial Planner
- Kelsey M. OltmansRaleigh
- Nathan A. OltmansRaleigh · Certified Financial Planner
- Kathryn J. OswaldWilmington · Certified Financial Planner
- Matthew J. StephensWilmington · Certified Financial Planner
- Todd R. WalkerGreensboro
- Karen A. WalshWilmington
Strategic Blueprint, LLC advisors in every state →Strategic Blueprint, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Strategic Blueprint, LLC in other states
Questions
How many Strategic Blueprint, LLC financial advisors are in North Carolina?
14 investment adviser representatives are registered at Strategic Blueprint, LLC offices in North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 47 at the firm nationwide. 5 list the CFP designation and 11 are also registered as broker representatives.
Where in North Carolina does Strategic Blueprint, LLC have the most advisors?
Greensboro, with 5, then Raleigh (5). Strategic Blueprint, LLC has advisors in 3 cities in North Carolina.
How do I check a Strategic Blueprint, LLC advisor in North Carolina?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Strategic Blueprint, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.