Cps Investment Advisors

Cps Investment Advisors (CRD# 104914) is a financial advisory firm headquartered in Lakeland, FL. They manage $2,353,432,854 in 7,120 accounts and serve the financial needs of clients across 27 states (or territories).

Current Firm Details
205 East Orange Street #310, Lakeland, FL 33801
https://www.facebook.com/cpalliance-123443672920663
By the Numbers
  • Total Assets Under Management
    2,353
    MILLION
  • Total Number of Accounts
    7,120
    ACCOUNTS
  • Average Account Value
    $330,538
Compensation Options
  • A percentage of assets under your management
  • 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
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KY, MD, MI, MN, MO, NC, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI

Financial Advisors at Cps Investment Advisors
Showing 1 - 10 of 22 top financial advisors.
1
Nolen Bailey, financial advisor Lakeland FL
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 12 years of experience in the finance industry.

2
Richard Bernard, financial advisor Lakeland FL
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 7 years of experience in the finance industry.

3
Gary Clark, financial advisor Lakeland FL
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 15 years of experience in the finance industry.

4
Anthony Corrao, financial advisor Lakeland FL
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 11 years of experience in the finance industry.

5
Robert Eckenroth, financial advisor Lakeland FL
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 8 years of experience in the finance industry.

6
Tamara Fales, financial advisor Lakeland FL
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 10 years of experience in the finance industry.

7
Patrick Gauthier, financial advisor Lakeland FL
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 12 years of experience in the finance industry.

8
Peter Golotko, financial advisor Lakeland FL
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 26 years of experience in the finance industry.

9
Gary Gragg, financial advisor Shelby NC
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 24 years of experience in the finance industry.

10
Jason Gragg, financial advisor Shelby NC
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 24 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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