Cps Investment Advisors

Cps Investment Advisors (CRD# 104914) is a financial advisory firm headquartered in Lakeland, FL. They manage $979,785,897 in 4,038 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    980
    MILLION
  • Total Number of Accounts
    4,038
    ACCOUNTS
  • Average Account Value
    $242,641
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, FL, GA, MD, NC, NY, OH, SC, TN, TX, VA

Financial Advisors at Cps Investment Advisors
Showing 1 - 10 of 17 top financial advisors.
1
Anthony M. Corrao
CRD#: 6085594
205 East Orange Street, Lakeland, FL 33801
96
Wealthminder
score

Anthony Corrao (CRD# 6085594) is an Investment Advisor Representative working at Cps Investment Advisors in Lakeland, FL and has over 5 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.

2
Derek M. Oxford
CRD#: 4841551
205 East Orange Street, Lakeland, FL 33801
96
Wealthminder
score

Derek Oxford (CRD# 4841551) is an Investment Advisor Representative working at Cps Investment Advisors in Lakeland, FL and has over 12 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.

3
Nolen B. Bailey
CRD#: 5992098
205 East Orange Street, Lakeland, FL 33801
93
Wealthminder
score

Nolen Bailey (CRD# 5992098) is an Investment Advisor Representative working at Cps Investment Advisors in Lakeland, FL and has over 6 years of experience in the finance industry.

4
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 9 years of experience in the finance industry.

5
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 20 years of experience in the finance industry.

6
Gary B. Gragg
CRD#: 4476409
205 East Orange Street, Lakeland, FL 33801
93
Wealthminder
score

Gary Gragg (CRD# 4476409) is an Investment Advisor Representative working at Cps Investment Advisors in Lakeland, FL and has over 18 years of experience in the finance industry.

7
Jason D. Gragg
CRD#: 4476412
Nine East Marion Street, Shelby, NC 28150
93
Wealthminder
score

Jason Gragg (CRD# 4476412) is an Investment Advisor Representative working at Cps Investment Advisors in Shelby, NC and has over 18 years of experience in the finance industry.

8
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 9 years of experience in the finance industry.

9
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 22 years of experience in the finance industry.

10
Leigh A. Davis
CRD#: 6387365
205 East Orange Street, Lakeland, FL 33801
90
Wealthminder
score

Leigh Davis (CRD# 6387365) is an Investment Advisor Representative working at Cps Investment Advisors in Lakeland, FL and has over 3 years of experience in the finance industry.

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