Nicholas
Davis
Blueprint Financial Advisors
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About this Advisor
Nicholas Davis is a financial advisor based in Thomson, Georgia, working with Blueprint Financial Advisors. Nicholas has previously held positions at Edward Jones, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc, Hemlock Creek Wealth Management LLC, and Blueprint Financial Advisors LLC. Nicholas has passed the Series 66 regulatory exam and is registered to provide services in Georgia. Currently, Nicholas is part of Blueprint Financial Advisors, which operates out of Thomson, Georgia. The firm has 12 offices and 23 employees. The firm manages assets totaling $132.5 million and serves a variety of clients, including high-net-worth individuals. 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
Nicholas Davis Work History
Blueprint Financial Advisors LLC
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors, Inc
Hemlock Creek Wealth Management LLC
Edward Jones
Disclosures
Please visit the SEC profile of Nicholas Davis 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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