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 21 - 22 of 22 top financial advisors.
21
Samuel Camilo, financial advisor Lakeland FL
Samuel Camilo
CRD#: 7384205
205 East Orange Street #310, Lakeland, FL 33801

Samuel Camilo (CRD# 7384205) is an Investment Advisor Representative working at Cps Investment Advisors in Lakeland, FL and has over 2 years of experience in the finance industry.

22
Rachael Savinon Mota, financial advisor Lakeland FL
Rachael A. Savinon Mota
CRD#: 6852159
205 East Orange Street #310, Lakeland, FL 33801

Rachael Savinon Mota (CRD# 6852159) is an Investment Advisor Representative working at Cps Investment Advisors in Lakeland, FL and has over 6 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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