Gregory Paul Phillips

Employer firm

Cpc Advisors, LLC CRD 111025

$1.68B regulatory AUM 9 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 07/2019
  Raymond James & Associates, Inc.
  St. Petersburg, FL
• 07/2019 → 11/2023
  Raymond James Financial Services, Inc
  St Petersburg, FL
• 07/2019 → 11/2023
  Raymond James Financial Services Advisors
  St Petersburg, FL
• 11/2023 → Present
  Raymond James Financial Services, Inc
  St. Petersburg, FL

Previous Registrations

• 2019-08-15 → 2023-11-13
  Raymond James Financial Services Advisors, Inc
  St Petersburg, FL
  St Petersburg, FL
• 2018-04-30 → 2019-08-15
  Raymond James & Associates, Inc.
  St. Petersburg, FL

Other Businesses

(1)Name of Business: CPC Advisors, LLC Address: 111 2nd Ave NE Ste 1250, Saint Petersburg, FL, 33701-3421, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/20/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Director of Compliance

Exams

• S66 Uniform Combined State Law Examination
  2018-04-26
• S63 Uniform Securities Agent State Law Examination
  2010-02-24

Other Names

• Greg Phillips