Allen Petway is a CFP-designated registered investment advisor at Cpc Advisors, LLC, based in Dalton, GA, with 43 years of industry experience. Allen is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 981 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Portfolio management fees are individually tailored and do not exceed 1.75% annually.
Fee Estimator
Location
200 W Emery Street, Suite 1, Dalton, GA, 30720
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Allen is an owner of Barker Petway Investment & Retirement Management, a finance/investment committee member at First Baptist Church, and a partner in two rental real estate businesses. These activities require minimal time commitment overall.
Employment History
Current Registrations
Cpc Advisors, LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations19 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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