Charles
Adi

Blueprint 360 LLC

CRD#5771158
Investment Advisor
in Houston, TX

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About this Advisor

Charles Adi is a financial advisor based in Houston, Texas, working with Blueprint 360 LLC. Charles has previously held positions at Blueprint 360 LLC, Wealth Development Strategies Investment Advisory, Inc, Penn Mutual Life Insurance Co, and Hornor Townsend & Kent Inc. Charles has passed the Series 66 regulatory exam and is registered to provide services in Louisiana and Texas. Currently, Charles is part of Blueprint 360 LLC.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Office Location

4306 Yoakum Blvd Suite 455
Houston, TX 77006

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Charles Adi Work History

2018 - Present (7 years)

Blueprint 360 LLC

2014 - 2018 (4 years)

Wealth Development Strategies Investment Advisory, Inc

2010 - 2018 (8 years)

Penn Mutual Life Insurance Co

2010 - 2018 (8 years)

Hornor Townsend & Kent Inc

Disclosures

Please visit the SEC profile of Charles Adi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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