Cpa Group Investment Management, LLC

Cpa Group Investment Management, LLC (CRD# 114383) is a financial advisory firm headquartered in Panama City, FL. They manage $29,100,000 in 151 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    151
    ACCOUNTS
  • Average Account Value
    $192,715
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
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.

FL

Financial Advisors at Cpa Group Investment Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Douglas M. Gusmus
CRD#: 3227084
501 West 19th Street, Panama City, FL 32402
93
Wealthminder
score

Douglas Gusmus (CRD# 3227084) is an Investment Advisor Representative working at Cpa Group Investment Management, LLC in Panama City, FL and has over 18 years of experience in the finance industry.

2
Jerry K. Marler
CRD#: 4449293
501 West 19th Street, Panama City, FL 32402
93
Wealthminder
score

Jerry Marler (CRD# 4449293) is an Investment Advisor Representative working at Cpa Group Investment Management, LLC in Panama City, FL and has over 18 years of experience in the finance industry.

3
Curtis L. Chastain
CRD#: 4449266
501 West 19th Street, Panama City, FL 32402
87
Wealthminder
score

Curtis Chastain (CRD# 4449266) is an Investment Advisor Representative working at Cpa Group Investment Management, LLC in Panama City, FL and has 1 year of experience in the finance industry.

4
David C. Tipton
CRD#: 4449302
501 West 19th Street, Panama City, FL 32402
87
Wealthminder
score

David Tipton (CRD# 4449302) is an Investment Advisor Representative working at Cpa Group Investment Management, LLC in Panama City, FL and has 1 year of experience in the finance industry.

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