David
Rogers
Blueprint Financial Advisors
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About this Advisor
David Rogers is a financial advisor based in Tampa, Florida, working with Blueprint Financial Advisors. David has previously held positions at Regions Bank, J.P. Morgan Securities LLC, Jpmorgan Chase Bank, Cetera Investment Advisers LLC, Bb&T Bank, Bb&T Securities, LLC, Edward Jones, and Blueprint Financial Advisor. David has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, David is part of Blueprint Financial Advisors, which operates out of Tampa, Florida. The firm has 12 offices and 23 employees. The firm manages assets totaling $132.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Blueprint Financial Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Blueprint Financial Advisors Brokerage Details
$132,521,660
23
743
$178,360
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
David Rogers Work History
Blueprint Financial Advisor
Edward Jones
Bb&T Securities, LLC
Bb&T Bank
Cetera Investment Advisers LLC
Regions Bank
J.P. Morgan Securities LLC
Jpmorgan Chase Bank
Disclosures
Please visit the SEC profile of David Rogers to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Blueprint Financial Advisors
Greensboro, NC
Charlotte, NC
Thomson, GA
Thomson, GA
Greensboro, NC
Tampa, FL
Naples, FL
South Holland, IL
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