Caroline
Ainsworth
Strategic Blueprint, LLC
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About this Advisor
Caroline Ainsworth is a financial advisor based in Charleston, South Carolina, working with Strategic Blueprint, LLC. Caroline has previously held positions at The Vanguard Group, Inc, University Of South Carolina, Ferira, Ainsworth & Company, LLC, Long Point Grill, School Of The Arts, Wells Fargo Clearing Services LLC, and Strategic Blueprint, LLC. Caroline has passed the Series 66 regulatory exam and is registered to provide services in South Carolina. Currently, Caroline is part of Strategic Blueprint, LLC, which operates out of Charleston, South Carolina. 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
Caroline Ainsworth Work History
Strategic Blueprint, LLC
Wells Fargo Clearing Services LLC
The Vanguard Group, Inc
University Of South Carolina
Ferira, Ainsworth & Company, LLC
University Of South Carolina
Long Point Grill
University Of South Carolina
Long Point Grill
University Of South Carolina
School Of The Arts
School Of The Arts
School Of The Arts
Disclosures
Please visit the SEC profile of Caroline Ainsworth 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
Windermere, FL
Greensboro, NC
Greensboro, NC
Atlanta, GA
Charleston, SC
Peachtree Corners, GA
Charleston, SC
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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