Andrea
Swope
Blueprint Investment Partners LLC
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About this Advisor
Andrea Swope is a financial advisor who works out of Greensboro, North Carolina, who has 1 year of industry experience. Swope is on the advisory team at Blueprint Investment Partners LLC. Over the course of their career, they have held roles 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 and Quint Capital. Swope holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in North Carolina. Blueprint Investment Partners LLC is a registered investment business headquartered in Greensboro, NC. The investment advisory business has offices in two locations and a total of nine advisors. It controls $533 million in assets across its 13 accounts, making it one of the larger financial advisory firms in the nation by assets under management. The company offers a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fees usually vary depending on which services the firm provides the client. However, fees billed by Blueprint Investment Partners LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Blueprint Investment Partners LLC Brokerage Details
$533,117,068
9
13
$41,009,005
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
Andrea has been registered as a financial advisor for 1 years.*
Quint Capital
Blueprint Financial Advisors
Blueprint Investment Partners
Emerson Cress, LLC
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
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Manalapan, NJ
Greensboro, NC
Greensboro, NC
Greensboro, NC
Winter Park, FL
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