Leah Grace Williams
Investment adviser representative at Blueprint Financial Advisors
10 yearsExperience
2 statesRegistered in
ChFC®Designation
$1.4BFirm assets
Are you Leah Grace Williams? 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
10 years in the industry.
- Blueprint Financial Advisors LLCFeb 2026 to now
- Maplewood Investments Inc.Feb 2026 to now
- Penn Mutual Life Insurance CompanySep 2023 to now
- Hornor, Townsend, & Kent LLCNov 2023 to Feb 2026
- Eagle Strategies LLCDec 2021 to Oct 2023
- Nylife Securities LLCAug 2016 to Oct 2023
- New York Life Insurance Co.Jun 2016 to Oct 2023
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2022
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
- 6675334
- Firm CRD
- 315570