Cps Investment Advisors

Cps Investment Advisors (CRD# 104914) is a financial advisory firm headquartered in Lakeland, FL. They manage $917,416,855 in 3,831 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    917
    MILLION
  • Total Number of Accounts
    3,831
    ACCOUNTS
  • Average Account Value
    $239,472
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, CA, CO, FL, GA, LA, MD, NC, NE, NY, OH, SC, TN, TX, VA

Financial Advisors at Cps Investment Advisors
Showing 1 - 10 of 13 top financial advisors.
1
Gary E. Clark
CRD#: 5517652
205 East Orange St, Lakeland, FL 33801
93
Wealthminder
score

Gary Clark (CRD# 5517652) is an Investment Advisor Representative working at Cps Investment Advisors in Lakeland, FL and has over 7 years of experience in the finance industry.

2
Peter C. Golotko
CRD#: 3032495
205 East Orange Street, Lakeland, FL 33801
93
Wealthminder
score

Peter Golotko (CRD# 3032495) is an Investment Advisor Representative working at Cps Investment Advisors in Lakeland, FL and has over 18 years of experience in the finance industry.

3
Michael L. Lawton
CRD#: 5495646
205 East Orange Street, Lakeland, FL 33801
93
Wealthminder
score

Michael Lawton (CRD# 5495646) is an Investment Advisor Representative working at Cps Investment Advisors in Lakeland, FL and has over 7 years of experience in the finance industry.

4
Derek M. Oxford
CRD#: 4841551
205 East Orange Street, Lakeland, FL 33801
93
Wealthminder
score

Derek Oxford (CRD# 4841551) is an Investment Advisor Representative working at Cps Investment Advisors in Lakeland, FL and has over 11 years of experience in the finance industry. Derek Oxford 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
Charles P. Smith
CRD#: 2214693
205 East Orange Street, Lakeland, FL 33801
93
Wealthminder
score

Charles Smith (CRD# 2214693) is an Investment Advisor Representative working at Cps Investment Advisors in Lakeland, FL and has over 21 years of experience in the finance industry.

6
Nolen B. Bailey
CRD#: 5992098
205 East Orange Street, Lakeland, FL 33801
90
Wealthminder
score

Nolen Bailey (CRD# 5992098) is an Investment Advisor Representative working at Cps Investment Advisors in Lakeland, FL and has over 5 years of experience in the finance industry.

7
Anthony M. Corrao
CRD#: 6085594
205 East Orange Street, Lakeland, FL 33801
90
Wealthminder
score

Anthony Corrao (CRD# 6085594) is an Investment Advisor Representative working at Cps Investment Advisors in Lakeland, FL and has over 4 years of experience in the finance industry.

8
Michael A. Riskin
CRD#: 5762338
205 East Orange Street, Lakeland, FL 33801
90
Wealthminder
score

Michael Riskin (CRD# 5762338) is an Investment Advisor Representative working at Cps Investment Advisors in Lakeland, FL and has 1 year of experience in the finance industry. Michael Riskin 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.

9
Matthew A. Treskovich
CRD#: 6629066
205 East Orange Street, Lakeland, FL 33801
90
Wealthminder
score

Matthew Treskovich (CRD# 6629066) is an Investment Advisor Representative working at Cps Investment Advisors in Lakeland, FL and has 1 year of experience in the finance industry. Matthew Treskovich 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.

10
Leigh A. Davis
CRD#: 6387365
205 East Orange Street, Lakeland, FL 33801
88
Wealthminder
score

Leigh Davis (CRD# 6387365) is an Investment Advisor Representative working at Cps Investment Advisors in Lakeland, FL and has over 2 years of experience in the finance industry.

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