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TED BENJAMIN GUERIN
CRD#: 4752480
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Investment Adviser
BLUEPRINT FINANCIAL ADVISORS, LLCCRD#: 171331 PORTLAND, OR
Registration History
200420062008201020122014201620182020202220242026IABLUEPRINT FINANCIAL ADVISORS, LLC (CRD# 171331)2015 - Present (9 years)IACAMBRIDGE INVESTMENT RESEARCH ... (CRD# 134139)2007 - 2010 (3 years)IAAXA ADVISORS, LLC (CRD# 6627)2006 - 2007 (1 year)IAAMERICAN EXPRESS FINANCIAL ADV... (CRD# 6363)2004 - 2004 (<1 year)
License(s)

State Registrations

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Oregon 7/7/2015

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Washington 3/10/2022

Current Registration(s)
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BLUEPRINT FINANCIAL ADVISORS, LLC (CRD#:171331)
PORTLAND, OR
Registered with this firm since 7/7/2015

Previous Registration(s)
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08/02/2007 - 09/15/2010 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. (CRD#:134139) LAKE OSWEGO, OR
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01/17/2006 - 08/06/2007 AXA ADVISORS, LLC (CRD#:6627) PORTLAND, OR
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03/30/2004 - 04/30/2004 AMERICAN EXPRESS FINANCIAL ADVISORS, INC. (CRD#:6363) VANCOUVER, WA
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.