Todd R. Walker

STRATEGIC BLUEPRINT

GREENSBORO, NC 27410

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CRD#: 2756201

Professional summary

Todd Randall Walker, who also goes by Todd R Walker, is a registered financial advisor currently at STRATEGIC BLUEPRINT, LLC located in Greensboro, North Carolina and THE STRATEGIC FINANCIAL ALLIANCE, INC. located in Greensboro, North Carolina.

Todd is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Todd has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Todd R Walker

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Randall Walker's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 11, 2017 - Present

STRATEGIC BLUEPRINT, LLC

Office #1: 603 Dolley Madison Road Suite 200, Greensboro, NC 27410

RIA

CRD#: 284840

GREENSBORO, NC

Current

December 17, 2015 - Present

THE STRATEGIC FINANCIAL ALLIANCE, INC.

Office #1: 603 Dolley Madison Road Ste 200, Greensboro, NC 27410

RIA

CRD#: 126514

Greensboro, NC

Past

December 17, 2015 - December 31, 2024

THE STRATEGIC FINANCIAL ALLIANCE, INC.

RIA

CRD#: 126514

Ashboro, NC

Past

July 2, 2012 - December 24, 2015

FIRST ALLIED ADVISORY SERVICES, INC.

RIA

CRD#: 137888

GREENSBORO, NC

Past

February 2, 2010 - July 2, 2012

FIRST ALLIED SECURITIES, INC.

RIA

CRD#: 32444

GREENSBORO, NC

Past

February 2, 2010 - December 21, 2015

FIRST ALLIED SECURITIES, INC.

CRD#: 32444

GREENSBORO, NC

Past

June 8, 2004 - February 16, 2010

LPL FINANCIAL LLC

RIA

CRD#: 6413

GREENSBORO, NC

Past

June 8, 2004 - February 16, 2010

LPL FINANCIAL LLC

CRD#: 6413

GREENSBORO, NC

Past

December 31, 2001 - June 15, 2004

WS GRIFFITH SECURITIES, INC.

RIA

CRD#: 10410

GREENSBORO, NC

Past

June 19, 1996 - June 15, 2004

WS GRIFFITH SECURITIES, INC.

CRD#: 10410

HARTFORD, CT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STRATEGIC BLUEPRINT, LLC

CRD#: 284840 / SEC#: 801-108531

RIA

Registered Investment Advisory firm - (10/28/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(7/31/2024)

Georgia
(1/5/2015)

North Carolina
(12/17/2015)

IAR

North Carolina
(8/11/2017)

South Carolina
(12/17/2015)

Virginia
(12/17/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/22/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/13/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/7/2001

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/13/1996

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

STRATEGIC BLUEPRINT, LLC

CRD#: 284840 / SEC#: 801-108531

RIA

Registered Investment Advisory firm - (10/28/2016 Approved)

PREMIUM

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Contact information

Main Address

2200 Century Parkway Suite 500, Atlanta, GA 30345

Mailing Address

Phone number

(678) 954-4130

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (39 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

STATEGIC BLUEPRINT DISCLOSURE BROCHURE (5/21/2025)

FAMILY OFFICES SERVICES (3/28/2025)

STRATEGIC BLUEPRINT ADVISOR DIRECTED ACCOUNT PROGRAM BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	9,067
AUM (Assets Under Management)	$ 2,671,662,109

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Todd R. Walker

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Randall Walker's CRS (Customer Relationship Summary).

Certified licenses

Experience

STRATEGIC BLUEPRINT, LLC

THE STRATEGIC FINANCIAL ALLIANCE, INC.

THE STRATEGIC FINANCIAL ALLIANCE, INC.

FIRST ALLIED ADVISORY SERVICES, INC.

FIRST ALLIED SECURITIES, INC.

FIRST ALLIED SECURITIES, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

WS GRIFFITH SECURITIES, INC.

WS GRIFFITH SECURITIES, INC.

Primary Firm SEC Registration

STRATEGIC BLUEPRINT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/22/1997

Series 63

Date: 6/13/1996

SIE

Date: 10/1/2018

Series 7

Date: 12/7/2001

Series 6

Date: 6/13/1996

FINRA

Current Firm

STRATEGIC BLUEPRINT, LLC

Contact information

SEC notice filing (39 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STRATEGIC BLUEPRINT, LLC

TRUST BUT VERIFY

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