Financial ADVSR advisor directory · SEC adviser records
Cps Investment Advisors financial advisors in Lakeland, FL
Every SEC-registered investment adviser representative at a Cps Investment Advisors office in Lakeland, A to Z.
The short answer
13 registered advisors work at Cps Investment Advisors in Lakeland, out of 13 at the firm nationwide; it ranks number 3 in the city by advisors. 6 list the CFP designation and 0 are also registered broker representatives.
Cps Investment Advisors advisors in Lakeland, A to Z
Every Cps Investment Advisors advisor →- Nolen B. BaileyCertified Financial Planner
- Richard D. BernardCertified Financial Planner
- Gary E. ClarkInvestment adviser rep
- Anthony M. CorraoCertified Financial Planner
- Patrick E. GauthierCertified Financial Planner
- Peter C. GolotkoPersonal Financial Specialist
- Ryan P. HigginsInvestment adviser rep
- Eric J. JacksonInvestment adviser rep
- Tamara L. JemisonInvestment adviser rep
- Derek M. OxfordCertified Financial Planner
- Michael A. RiskinCertified Financial Planner
- Rachael A. Savinon MotaInvestment adviser rep
- Sterling J. Searcy Jr.Investment adviser rep
Cps Investment Advisors advisors in every city and state →Cps Investment Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Lakeland
All Lakeland advisors →LPL Financial LLC 40Edward Jones 15Merrill Lynch, Pierce, Fenner & Smith Incorporated 13Core Wealth Advisors, Inc. 10Morgan Stanley 10Ameriprise Financial Services, LLC 9Raymond James Financial Services Advisors, Inc. 6Wells Fargo Clearing Services, LLC 6Cetera Investment Advisers LLC 5Truist Advisory Services, Inc. 5MML Investors Services, LLC 4Pfs Investments Inc. 4
Questions
How many financial advisors does Cps Investment Advisors have in Lakeland?
13 investment adviser representatives are registered at Cps Investment Advisors offices in Lakeland, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 13 nationwide. 6 list the CFP designation and 0 are also registered as broker representatives.
Is Cps Investment Advisors one of the largest advisor employers in Lakeland?
Cps Investment Advisors ranks number 3 in Lakeland by registered advisors; LPL Financial LLC has the most, with 40.
How do I check a Cps Investment Advisors advisor in Lakeland?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Cps Investment Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.