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).
Total Assets Under Management24MILLION
Total Number of Accounts177ACCOUNTS
Average Account Value$138,387
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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.
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.