Cpa Advisory Services, Inc.

Cpa Advisory Services, Inc. (CRD# 114170) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $31,000,000 in 165 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    165
    ACCOUNTS
  • Average Account Value
    $187,879
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.

AZ

Financial Advisors at Cpa Advisory Services, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Kenneth R. Council
CRD#: 2918365
Cave Creek, AZ
93
Wealthminder
score

Kenneth Council (CRD# 2918365) is an Investment Advisor Representative working at Cpa Advisory Services, Inc. in Cave Creek, AZ and has over 19 years of experience in the finance industry.

2
Les Nesmith
CRD#: 3187322
Cave Creek, AZ
93
Wealthminder
score

Les Nesmith (CRD# 3187322) is an Investment Advisor Representative working at Cpa Advisory Services, Inc. in Cave Creek, AZ and has over 17 years of experience in the finance industry.

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