Cps Investment Advisors

Cps Investment Advisors (CRD# 104914) is a financial advisory firm headquartered in Lakeland, FL. They manage $1,460,265,083 in 5,047 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,460
    MILLION
  • Total Number of Accounts
    5,047
    ACCOUNTS
  • Average Account Value
    $289,333
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
  • Educational seminars/workshops
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.

AL, AZ, CA, CO, FL, GA, MA, MD, NC, NY, OH, PA, SC, TN, TX, VA

Financial Advisors at Cps Investment Advisors
Showing 1 - 10 of 20 top financial advisors.
1
Nolen B. Bailey
CRD#: 5992098
205 East Orange Street #310, Lakeland, FL 33801

Nolen Bailey (CRD# 5992098) is an Investment Advisor Representative working at Cps Investment Advisors in Lakeland, FL and has over 9 years of experience in the finance industry. Nolen Bailey 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
Richard D. Bernard
CRD#: 6762344
205 East Orange Street, Lakeland, FL 33801

Richard Bernard (CRD# 6762344) is an Investment Advisor Representative working at Cps Investment Advisors in Lakeland, FL and has over 3 years of experience in the finance industry.

3
Gary E. Clark
CRD#: 5517652
205 East Orange St, Lakeland, FL 33801

Gary Clark (CRD# 5517652) is an Investment Advisor Representative working at Cps Investment Advisors in Lakeland, FL and has over 11 years of experience in the finance industry.

4
Anthony M. Corrao
CRD#: 6085594
205 East Orange Street #310, Lakeland, FL 33801

Anthony Corrao (CRD# 6085594) is an Investment Advisor Representative working at Cps Investment Advisors in Lakeland, FL and has over 8 years of experience in the finance industry. Anthony Corrao 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.

5
Robert M. Eckenroth
CRD#: 6583589
205 East Orange Street #310, Lakeland, FL 33801

Robert Eckenroth (CRD# 6583589) is an Investment Advisor Representative working at Cps Investment Advisors in Lakeland, FL and has over 4 years of experience in the finance industry.

6
Tamara L. Fales
CRD#: 6207398
205 East Orange Street #310, Lakeland, FL 33801

Tamara Fales (CRD# 6207398) is an Investment Advisor Representative working at Cps Investment Advisors in Lakeland, FL and has over 7 years of experience in the finance industry.

7
Patrick E. Gauthier
CRD#: 5163256
205 East Orange Street #310, Lakeland, FL 33801

Patrick Gauthier (CRD# 5163256) is an Investment Advisor Representative working at Cps Investment Advisors in Lakeland, FL and has over 9 years of experience in the finance industry. Patrick Gauthier 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.

8
Peter C. Golotko
CRD#: 3032495
205 East Orange Street #310, Lakeland, FL 33801

Peter Golotko (CRD# 3032495) is an Investment Advisor Representative working at Cps Investment Advisors in Lakeland, FL and has over 22 years of experience in the finance industry.

9
Gary B. Gragg
CRD#: 4476409
Nine East Marion Street, Shelby, NC 28150

Gary Gragg (CRD# 4476409) is an Investment Advisor Representative working at Cps Investment Advisors in Shelby, NC and has over 20 years of experience in the finance industry.

10
Jason D. Gragg
CRD#: 4476412
Nine East Marion Street, Shelby, NC 28150

Jason Gragg (CRD# 4476412) is an Investment Advisor Representative working at Cps Investment Advisors in Shelby, NC and has over 20 years of experience in the finance industry.

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