Andrea
Swope
Blueprint Investment Partners LLC
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About this Advisor
Andrea Swope is a financial advisor based in Greensboro, North Carolina, working with Blueprint Investment Partners LLC. Andrea has previously held positions at Capital Guardian, LLC, Capital Guardian Wealth Management, LLC, Redwine & Company, Inc, Stonecrest Advisors, Inc, Emerson Cress, LLC, Hayden Royal, Wfa Of San Diego, Zermatt Securities, Inc, Woodbury Financial Services Inc, Blueprint Financial Advisors, Blueprint Investment Partners, Quint Capital, and Kingswood Capital Partners, LLC. Andrea has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Andrea is part of Blueprint Investment Partners LLC, which operates out of Greensboro, North Carolina. The firm has 8 offices and 15 employees. The firm manages assets totaling $849.4 million. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Blueprint Investment Partners LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Blueprint Investment Partners LLC Brokerage Details
$849,444,731
15
15
$56,629,649
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Andrea Swope Work History
Kingswood Capital Partners, LLC
Blueprint Financial Advisors
Blueprint Investment Partners
Emerson Cress, LLC
Quint Capital
Wfa Of San Diego
Zermatt Securities, Inc
Woodbury Financial Services Inc
Hayden Royal
Redwine & Company, Inc
Stonecrest Advisors, Inc
Capital Guardian, LLC
Capital Guardian Wealth Management, LLC
Disclosures
Please visit the SEC profile of Andrea Swope 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 Investment Partners LLC
Greensboro, NC
Manalapan, NJ
Medford, NJ
Greensboro, NC
Greensboro, NC
Winter Park, FL
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