TrueAdvisor
TrueAdvisor
DW
CFP
DW
CFP

David Comings Whitmore

Strategic Blueprint, LLC
22 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEducation PlanningEstate Planning
Strategic Blueprint, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
58 advisors
Number of Clients
3,742 clients
Average Client Portfolio
$714K average
Assets Under Management
$2.7B

Fee Structure

Minimum Investment:$25K

Location

Brookhaven, GA

Get directions

History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Strategic Blueprint, LLC
May 2021 - Present · 4 yrs 9 mos
The Strategic Financial Alliance, INC.Broker
May 2021 - Present · 4 yrs 9 mos
Previous Registrations
Buckman Advisory Group LLC
November 2004 - May 2021 · 16 yrs 6 mos
Buckman, Buckman & Reid, INC.Broker
May 2003 - May 2021 · 18 yrs
State Registrations8 states
CTFLGAMAMONJNYPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.