Tammy
Sartain
Strategic Blueprint, LLC
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About this Advisor
Tammy Sartain is a financial advisor based out of Clemson, South Carolina, with 2 years of relevant experience. Sartain is on the advisory team at Strategic Blueprint, LLC. Throughout their career, Sartain has worked at The Strategic Financial Alliance, Inc, The Baker Financial Group, LLC, Strickland And Baker Financial, Inc and Strategic Blueprint, LLC. Sartain has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in South Carolina. Strategic Blueprint, LLC is a registered investment firm headquartered in Atlanta, GA. The company has offices in 25 locations and a total of 52 people on staff. It manages $2 billion in assets across its 6,839 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 10 charities and foundations. Of its 6,839 client accounts, 20% are held by high-net-worth clients who have more than $1 million in assets available to invest. Strategic Blueprint, LLC has a number of services, including 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. Financial management fees typically are based on which service is provided. Fee types billed by Strategic Blueprint, LLC can consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Strategic Blueprint, LLC Brokerage Details
$1,647,105,154
52
6,839
$240,840
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
Tammy Sartain Work History
Tammy has been registered as a financial advisor for 2 years.*
Strategic Blueprint, LLC
The Baker Financial Group, LLC
The Strategic Financial Alliance, Inc
Strickland And Baker Financial, Inc
The Strategic Financial Alliance, Inc
Strickland And Baker Financial, Inc
*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 Tammy Sartain 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
Staten Island, NY
Atlanta, GA
Fairfax, VA
Greensboro, NC
Clemson, SC
North Charleston, SC
Peachtree Corners, GA
Perrysburg, OH
The content in this profile was updated by SmartAsset on 4/16/2023. 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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