Cpa Advisory Services, P.c.
Cpa Advisory Services, P.c. (CRD# 114170) is a financial advisory firm headquartered in Sun City, AZ. They manage $59,452,349 in 350 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management59MILLION
-
Total Number of Accounts350ACCOUNTS
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Average Account Value$169,864
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, IL, TX
Financial Advisors at Cpa Advisory Services, P.c.
1
Kenneth Council (CRD# 2918365) is an Investment Advisor Representative working at Cpa Advisory Services, P.c. in Sun City, AZ and has over 26 years of experience in the finance industry.
2
Les Nesmith (CRD# 3187322) is an Investment Advisor Representative working at Cpa Advisory Services, P.c. in Sun City, AZ and has over 25 years of experience in the finance industry.
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