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Lori Hooper Haddock

Investment Adviser Representative at BLUEPRINT FINANCIAL ADVISORS

Greensboro, NCCRD #2497443Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
26 yrs
States Registered
3 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 3 states
MinnesotaNorth CarolinaTexas
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 7/8/2015
Series 7
General Securities Representative Examination
Passed 3/2/2019
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 5/26/2015
Series 7
General Securities Representative Examination
Passed 7/18/1994

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Blueprint Financial Advisors Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

BLUEPRINT FINANCIAL ADVISORSCurrent
8/4/2025Greensboro, NC
OSAIC WEALTH, INC.
6/14/20248/6/2025Greensboro, NC
SECURITIES AMERICA ADVISORS, INC.
3/17/20156/14/2024Greensboro, NC
ADVISORY SERVICES NETWORK
12/13/20113/31/2015Greensboro, NC

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Lori Hooper Haddock has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Lori Hooper Haddock - Financial Advisor in Greensboro, NC | AdvisorFinder