Michael L. Allison

BLUEPRINT FINANCIAL ADVISORS

Savannah, GA

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CRD#: 5200617

Professional summary

Michael L Allison, who also goes by Michael Lee Allison, Michael Allison, is a registered financial advisor currently at BLUEPRINT FINANCIAL ADVISORS located in Savannah, Georgia.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Michael has worked at 15 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael Lee Allison | Michael Allison

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.

1- 02/2024 / Jacobs, Coolidge & Company, LLC / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s) 2. 03/2024 - Jacobs, Coolidge & Company, LLC - dba NewEdge Advisors, LLC. - Investment Related -Investment Advisor Representative - Start: 03/2024 - 100% of time is spent o this activity - at reported business location. 3. 03/12/2024 - NewEdge Advisors - Inv Related - At Reported Business Location(s) - Registered Investment Advisor - Advisor - Started: 3/1/2024 - 160 Hrs/Mo; 8 Hrs During Trading - I provide investment advisory services through NewEdge Advisors, an independent investment advisor firm. I started this business activity in 3/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael L Allison'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 25, 2025 - Present

BLUEPRINT FINANCIAL ADVISORS

RIA

RIA

CRD#: 6413

CHARLOTTE, NC

Past

April 14, 2014 - May 27, 2015

LPL FINANCIAL LLC

CRD#: 6413

CHARLOTTE, NC

Past

January 9, 2014 - April 29, 2014

ALLWORTH FINANCIAL, L.P.

RIA

CRD#: 111167

CHARLOTTE, NC

Past

January 3, 2014 - April 29, 2014

CRD#: 7691

CHARLOTTE, NC

Past

October 25, 2006 - August 25, 2010

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

CHARLOTTE, NC

Past

October 10, 2006 - August 25, 2010

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

CHARLOTTE, NC

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".

BLUEPRINT FINANCIAL ADVISORS

CRD#: 315570 / SEC#: 801-121848

RIA

Registered Investment Advisory firm - (7/23/2021 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.

Highlighted states indicate IAR registrations

IAR

Georgia
(8/25/2025)

IAR

North Carolina
(9/8/2025)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/24/2006

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/9/2006

General Securities Representative Examination

Current Firm

BLUEPRINT FINANCIAL ADVISORS

CRD#: 315570 / SEC#: 801-121848

RIA

Registered Investment Advisory firm - (7/23/2021 Approved)

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Contact information

Main Address

1100 Kenilworth Ave Suite 210, Charlotte, NC 28204

Mailing Address

Phone number

(844) 200-2568

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BFA FORM ADV 2A (JULY 15, 2025) (7/15/2025)

Regulatory assets under management

Total Number of Accounts	1,298
AUM (Assets Under Management)	$ 201,503,941

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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Firm Stability Insights

Michael L. Allison

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael L Allison's CRS (Customer Relationship Summary).

Certified licenses

Experience

NEWEDGE ADVISORS

LPL FINANCIAL LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

INDEPENDENT ADVISOR ALLIANCE, LLC

LPL FINANCIAL LLC

WILLOW

LPL FINANCIAL LLC

LINDEN THOMAS ADVISORY SERVICES, LLC

LINDEN THOMAS AND COMPANY SECURITIES, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

GREENWOOD CAPITAL ASSOCIATES, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

ALLWORTH FINANCIAL, L.P.

AW SECURITIES

PATHWAY STRATEGIC ADVISORS

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Primary Firm SEC Registration

BLUEPRINT FINANCIAL ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 10/24/2006

SIE

Date: 10/1/2018

Series 7

Date: 10/9/2006

Current Firm

BLUEPRINT FINANCIAL ADVISORS

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BLUEPRINT FINANCIAL ADVISORS

TRUST BUT VERIFY

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