Philip James Corson
Investment adviser representative at Blueprint Financial Advisors
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.4BFirm assets
Are you Philip James Corson? Claim your profile
Contact this firm
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
13 years in the industry.
- Blueprint Financial Advisors LLCSep 2026 to now
- Legacy Law Firm, LLCJan 2014 to now
- Strategic Planning CorporationJul 2013 to now
- Assetmark, Inc.Jun 2026 to Sep 2026
- Efficient AdvisorsApr 2022 to Jun 2026
- Sowell ManagementMay 2019 to Dec 2019
- Matson Money, IncMar 2017 to Dec 2022
- Capital Investment Group, Inc.Jul 2013 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (NC, SC).
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
- 5857729
- Firm CRD
- 315570