David
Whitmore
Strategic Blueprint, LLC
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About this Advisor
David Whitmore is a financial advisor based in Atlanta, Georgia, working with Strategic Blueprint, LLC. David has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, University Of Notre Dame, Canon Recruiting, Rescare, Family Wealthcare LLC, The Strategic Financial Alliance, Inc, and Strategic Blueprint, LLC. David has passed the Series 65 regulatory exam and is registered to provide services in California and Georgia. Currently, David is part of Strategic Blueprint, LLC, which operates out of Atlanta, Georgia. The firm has 27 offices and 57 employees. The firm manages assets totaling $2.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Strategic Blueprint, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Strategic Blueprint, LLC Brokerage Details
$2,172,777,143
57
8,013
$271,157
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
David Whitmore Work History
Strategic Blueprint, LLC
The Strategic Financial Alliance, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Canon Recruiting
Family Wealthcare LLC
University Of Notre Dame
Rescare
University Of Notre Dame
Disclosures
Please visit the SEC profile of David Whitmore 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 Strategic Blueprint, LLC
Atlanta, GA
Atlanta, GA
Greensboro, NC
Windermere, FL
Greensboro, NC
Charleston, SC
Peachtree Corners, GA
Watkinsville, GA
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