Andrea Swope is a registered investment advisor, based in Charlotte, NC, with 16 years of industry experience.
Location
1100 Kenilworth Ave, Suite 210, Charlotte, NC, 28204
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Andrea is the president of Blueprint Financial Advisors, an RIA, dedicating about a quarter of her time to managing client portfolios. She also holds an insurance license through Blueprint Insurance Services and is an owner/operator of Emerson Cress, a real estate consulting firm, spending about 10-20% of her time on this.
Employment History
Current Registrations
Maplewood Investments, INC.
Maplewood Investments, INC.Broker
Blueprint Financial Advisors
Previous Registrations
Kingswood Capital Partners, LLCBroker
Quint Capital CorporationBroker
Blueprint Investment Partners LLC
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Zermatt Securities, INC.Broker
Hayden Royal
Cary Street Partners
Cary Street PartnersBroker
Stonecrest Advisors, INC.
Stonecrest Capital Markets, INC.Broker
Capital Guardian, LLCBroker
Capital Guardian Wealth Management, LLC
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations1 state
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