Cpa Investment Advisors

Cpa Investment Advisors (CRD# 116170) is a financial advisory firm headquartered in Virginia Beach, VA. They manage $85,549,718 in 225 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    86
    MILLION
  • Total Number of Accounts
    225
    ACCOUNTS
  • Average Account Value
    $380,221
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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, VA

Financial Advisors at Cpa Investment Advisors
Showing 1 - 3 of 3 top financial advisors.
1
Cheri D. Poston
CRD#: 4510450
5544 Greenwich Rd., Suite 103, Virginia Beach, VA 23462
96
Wealthminder
score

Cheri Poston (CRD# 4510450) is an Investment Advisor Representative working at Cpa Investment Advisors in Virginia Beach, VA and has over 14 years of experience in the finance industry. Cheri Poston 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
Gerald L. Sullivan
CRD#: 4459583
5544 Greenwich Road, Suite 103, Virginia Beach, VA 23462
93
Wealthminder
score

Gerald Sullivan (CRD# 4459583) is an Investment Advisor Representative working at Cpa Investment Advisors in Virginia Beach, VA and has over 17 years of experience in the finance industry.

3
Tazewell G. Taylor
CRD#: 4459585
5544 Greenwich Road, Suite 103, Virginia Beach, VA 23462
93
Wealthminder
score

Tazewell Taylor (CRD# 4459585) is an Investment Advisor Representative working at Cpa Investment Advisors in Virginia Beach, VA and has over 17 years of experience in the finance industry.

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