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Randy Lee Albertson

Cp Advisors, Inc.

Beulaville, NC

Clinton, NC

CRD 4485212

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Employer firm

Cp Advisors, Inc. CRD 111701

$69.6M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Cp Advisors, Inc.

403 E. Johnson Street, Clinton, NC 28328 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2020-08-10
  • NC RA
    APPROVED
    Since 2020-08-10

Branch Locations

120 East Main Street, Beulaville, NC 28518 • United States

403 E. Johnson Street, Clinton, NC 28328 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cp Advisors, Inc. Clinton NC 12/1999 Present
Albertson & Jones, P.A. Beulaville NC 01/1989 Present
  • 12/1999 → Present
    Cp Advisors, Inc.
    Clinton, NC
  • 01/1989 → Present
    Albertson & Jones, P.A.
    Beulaville, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-17
  • S65 Uniform Investment Adviser Law Examination
    1999-12-17

View on SEC IAPD

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Nearby Investors

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Nearby Offices

EDWARD JONES · WALLACE, NC
AMERIPRISE FINANCIAL SERVICES, LLC · Wallace, NC
CREDIT UNION INVESTMENT SERVICES · Jacksonville, NC

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