David Comings Whitmore
Professional Summary
David Comings Whitmore, who also goes by David Comings Whitmore III, David Whitmore, Whit Whitmore, is a registered financial advisor currently at STRATEGIC BLUEPRINT, LLC located in Brookhaven, Georgia. David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. David has worked at 2 firms and has passed the Series 65 and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
David Comings Whitmore Iii, David Whitmore, Whit Whitmore
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
6 years in the financial services industry
Current & Past Employments
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Current Firm
ADVICEPOINT LLC | THE WEALTH PLAN COMPANY | THE RETIREMENT COACH | THE BAKER FINANCIAL GROUP | STRATEGIC BLUEPRINT, LLC | SHERPA FINANCIAL ADVISORS | PREHMUS FINANCIAL PARTNERS | OAKPOINT INVESTMENT PARTNERS | MIDWEST WEALTH MANAGEMENT | METAPARADIGM WEALTH MANAGEMENT | LIFE INCOME | LFA PRIVATE WEALTH MANAGEMENT | LEHNER SHOPE WEALTH GROUP | KEEN & POCOCK FINANCIAL PARTNERS | GOODWIN WEALTH | GENCREST CAPITAL PARTNERS | FRANK REYNOLDS & COMPANY | FAMILY WEALTHCARE | ECHELON WEALTH MANAGEMENT | DESERT GROVE INVESTMENTS | CORNERSTONE WEALTH MANAGEMENT | COMPASS WEALTH MANAGEMENT | COMPASS FINANCIAL SERVICES | CLARITY FINANCIAL ADVISORS | BSHAPIRO FINANCIAL | BOURNE FINANCIAL COACHING | BENKO FINANCIAL SERVICES | BEE STREET ADVISORY GROUP
Contact Information
Main Address
2200 Century Parkway Suite 500, Atlanta, GA 30345Phone Number
(678) 954-4130# of Employees
57SEC notice filing (39 States and Territories)
Registered to provide investment advisory services in 39 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
8,462AUM (Assets Under Management)
$2,535,734,578Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
ADVICEPOINT LLC | THE WEALTH PLAN COMPANY | THE RETIREMENT COACH | THE BAKER FINANCIAL GROUP | STRATEGIC BLUEPRINT, LLC | SHERPA FINANCIAL ADVISORS | PREHMUS FINANCIAL PARTNERS | OAKPOINT INVESTMENT PARTNERS | MIDWEST WEALTH MANAGEMENT | METAPARADIGM WEALTH MANAGEMENT | LIFE INCOME | LFA PRIVATE WEALTH MANAGEMENT | LEHNER SHOPE WEALTH GROUP | KEEN & POCOCK FINANCIAL PARTNERS | GOODWIN WEALTH | GENCREST CAPITAL PARTNERS | FRANK REYNOLDS & COMPANY | FAMILY WEALTHCARE | ECHELON WEALTH MANAGEMENT | DESERT GROVE INVESTMENTS | CORNERSTONE WEALTH MANAGEMENT | COMPASS WEALTH MANAGEMENT | COMPASS FINANCIAL SERVICES | CLARITY FINANCIAL ADVISORS | BSHAPIRO FINANCIAL | BOURNE FINANCIAL COACHING | BENKO FINANCIAL SERVICES | BEE STREET ADVISORY GROUP
State Registrations and Notice Filings
(6/14/2023)
(12/16/2024)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view David Comings Whitmore's CRS (Customer Relationship Summary).
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