Advisor at Strategic blueprint, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Strategic blueprint, LLC
Location
Atlanta, GA 30345
Credentials
Series 63, Series 66
Industry experience
39 years
Based on Strategic blueprint, LLC
2200 Century Parkway, Suite 500
Atlanta, GA 30345
Georgia
The Strategic Financial Alliance, Inc.
2022 - Present (4 years)
SFA Holdings, Inc.
2018 - Present (8 years)
Timbrel Capital, LLC
2018 - Present (8 years)
The Strategic Financial Alliance, Inc.
2013 - 2018 (5 years)
The Strategic Financial Alliance, Inc.
2011 - Present (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
Atlanta, GA
Steele Financial Studios
Series 63, Series 66
Atlanta, GA
Smarr Financial Services Inc.
Series 65
Duluth, GA
Stanhouse Financial Planning and Management, LLC
Series 65
Atlanta, GA
Adam Capital
Series 63, Series 65
Smyrna, GA
Opportunity Investment Group, LLC
CFP®, Series 63
Atlanta, GA
Financial Staples
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