BLUE FINANCIAL

5970 FAIRVIEW ROAD, SUITE 400, CHARLOTTE, NC 28210

Claim This Location

Registered Advisors 7

EVAN ALEXANDER CALOTT Taylor McShane Funke Nathan Carey Harrison Bertram Clark Ronald Austin Powell Evan Robert McCoy BRIGGS POWELL BOUCHILLON

Name
EVAN ALEXANDER CALOTT
Taylor McShane Funke
Nathan Carey
Harrison Bertram Clark
Ronald Austin Powell
Evan Robert McCoy
BRIGGS POWELL BOUCHILLON

Claim This Location

Address

Street	5970 FAIRVIEW ROAD, SUITE 400
City	CHARLOTTE
State	NC
ZIP	28210
Country	USA

Firm

Legal Name	BLUE WEALTH INC.
SEC #	801-132547
CRD #	330324
Region	ARO
Umbrella	N

Other Firms

CARDINAL COMPANIES, LLC

VALMARK ADVISERS, INC.

BLUEPRINT FINANCIAL ADVISORS

LAUREL WEALTH ADVISORS, LLC

IMPACT PARTNERSHIP WEALTH, LLC

CONCURRENT INVESTMENT ADVISORS, LLC

UNITED CAPITAL FINANCIAL ADVISORS

Other Investors

EDWIN BRUTON PEACOCK

BRIAN JOHN VERSEY

MICHAEL L ALLISON

Graham Andrew Jones

JEFFREY MARLIN PHILLIPS

WILLIAM BRADLEY SMITH

BRYAN CARSON WOODELL

Other Offices

CARDINAL COMPANIES, LLC · CHARLOTTE, NC

VALMARK ADVISERS, INC. · Charlotte, NC

BLUEPRINT FINANCIAL ADVISORS · CHARLOTTE, NC

BLUEPRINT FINANCIAL ADVISORS · Charlotte, NC

MIAI, INC. · Charlotte, NC

LAUREL WEALTH ADVISORS, LLC · CHARLOTTE, NC

IMPACT PARTNERSHIP WEALTH, LLC · Charlotte, NC

CONCURRENT INVESTMENT ADVISORS, LLC · Charlotte, NC

More in CHARLOTTE, NC

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Get in touch with this office