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
Peachtree Corners, GA 30092
Credentials
Series 63, Series 66
Industry experience
12 years
Based on Strategic blueprint, LLC
3930 East Jones Bridge Road, Suite 175
Peachtree Corners, GA 30092
Georgia
Strategic blueprint, LLC
2021 - Present (5 years)
The Strategic Financial Alliance, Inc.
2017 - Present (9 years)
Prehmus Financial Partners, Inc.
2017 - Present (9 years)
Ameriprise Financial Services, Inc.
2016 - 2017 (1 year)
Unemployed - Seeking Employment
2016 - 2016 (1 year)
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 65
Duluth, GA
Stanhouse Financial Planning and Management, LLC
CFP®, ChFC®, Series 63
Atlanta, GA
McWilliams Financial Advisory Group LLC
CFP®, Series 63, Series 65
Lilburn, GA
Fordham Financial Services, Inc.
Series 65
Atlanta, GA
Covey Capital Advisors, LLC
ChFC®, Series 63, Series 65
Atlanta, GA
MCC Wealth
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