Financial ADVSR advisor directory · SEC adviser records
Blueprint Financial Advisors financial advisors in Charlotte, NC
Every SEC-registered investment adviser representative at a Blueprint Financial Advisors office in Charlotte, A to Z.
The short answer
18 registered advisors work at Blueprint Financial Advisors in Charlotte, out of 36 at the firm nationwide; it ranks number 40 in the city by advisors. 4 list the CFP designation and 9 are also registered broker representatives.
Blueprint Financial Advisors advisors in Charlotte, A to Z
Every Blueprint Financial Advisors advisor →- Michael L. AllisonInvestment adviser rep
- Noel Z. CajigasInvestment adviser rep
- Sarah L. DavisInvestment adviser rep
- Larry W. DeyoungInvestment adviser rep
- Luis M. DieguezAlso a broker rep
- Patrick J. GalvinCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Dwain M. GullionInvestment adviser rep
- Lori H. HaddockCertified Financial Planner · Also a broker rep
- Graham A. JonesCertified Financial Planner · Also a broker rep
- Michael B. KomaraChartered Financial Consultant
- Jacob B. NagelInvestment adviser rep
- Jeffrey M. PhillipsAlso a broker rep
- David L. RogersInvestment adviser rep
- William B. SmithAlso a broker rep
- Andrea L. SwopeAlso a broker rep
- Eric J. WarrenInvestment adviser rep
- Bryan C. Woodell Sr.Also a broker rep
- Robin R. WoodellCertified Financial Planner · Also a broker rep
Blueprint Financial Advisors advisors in every city and state →Blueprint Financial Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →
Blueprint Financial Advisors advisors in other cities
Alpine, UT 2Colfax, NC 2Lexington, KY 2Richmond, VA 2Cape Coral, FL 1Denver, CO 1Greensboro, NC 1Greesboro, NC 1Hendersonville, NC 1Mint Hill, NC 1New Castle, PA 1Tucson, AZ 1Weare, NH 1West Hartford, CT 1
Other firms in Charlotte
All Charlotte advisors →Vanguard Advisers, Inc. 642Merrill Lynch, Pierce, Fenner & Smith Incorporated 428Wells Fargo Clearing Services, LLC 342Tiaa-Cref Individual & Institutional Services, LLC 327UBS Financial Services Inc. 144Truist Advisory Services, Inc. 118LPL Financial LLC 114Morgan Stanley 101Ameriprise Financial Services, LLC 100Strategic Advisers LLC 79Principal Advised Services 66Ip Financial Advisory Services LLC 60
Questions
How many financial advisors does Blueprint Financial Advisors have in Charlotte?
18 investment adviser representatives are registered at Blueprint Financial Advisors offices in Charlotte, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 36 nationwide. 4 list the CFP designation and 9 are also registered as broker representatives.
Is Blueprint Financial Advisors one of the largest advisor employers in Charlotte?
Blueprint Financial Advisors ranks number 40 in Charlotte by registered advisors; Vanguard Advisers, Inc. has the most, with 642.
How do I check a Blueprint Financial Advisors advisor in Charlotte?
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 Blueprint Financial Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.