Cp Advisors, Inc.

Cp Advisors, Inc. (CRD# 111701) is a financial advisory firm headquartered in Beulaville, NC. They manage $24,494,445 in 177 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    177
    ACCOUNTS
  • Average Account Value
    $138,387
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Cp Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Jeffrey T. Johnson
CRD#: 6673614
120 East Main Street, Beulaville, NC 28518
90
Wealthminder
score

Jeffrey Johnson (CRD# 6673614) is an Investment Advisor Representative working at Cp Advisors, Inc. in Beulaville, NC and has 1 year of experience in the finance industry. Jeffrey Johnson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
James B. Jones
CRD#: 5174520
120 East Main Street, Beulaville, NC 28518
87
Wealthminder
score

James Jones (CRD# 5174520) is an Investment Advisor Representative working at Cp Advisors, Inc. in Beulaville, NC and has 1 year of experience in the finance industry.

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