David L Rogers
Investment adviser representative at Blueprint Financial Advisors
12 yearsExperience
3 statesRegistered in
$1.4BFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Blueprint Financial AdvisorsJun 2024 to now
- Blueprint Financial AdvisorJun 2024 to now
- Edward JonesAug 2022 to Jun 2024
- UnemployedJun 2020 to Jul 2022
- Bb&t Securities, LLCJan 2018 to May 2020
- Bb&t BankOct 2017 to Jan 2018
- Cetera Investment Advisers LLCFeb 2015 to Sep 2017
- Regions BankNov 2014 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 3 states (FL, IL, NC).
Blueprint Financial Advisors
Legal name: Blueprint Financial Advisors LLC
$1.4BAssets managed
2,330Clients
39Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4972305
- Firm CRD
- 315570