Gregory Phillips is a registered investment advisor at Cpc Advisors, LLC, based in Tampa, FL, with 31 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 1,224 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CPC Advisors' portfolio management fees are individually tailored and do not exceed 1.75% annually. The fees depend on the complexity of the portfolio, assets managed, and other factors. Clients participating in the Ambassador Program pay a wrap fee that includes management, transaction, and custodial costs. Clients may be entitled to discounted asset-based fees if they maintain one or more eligible Related Accounts. The specific fee schedule will be outlined in the advisory agreement.
Location
12610 Race Track Road, Suite 275B, Tampa, FL, 33626
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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
Gregory works as the Director of Compliance for Consolidated Planning Corporation, both as a support company (non-owner) and as an independent RIA. He dedicates about half of his time to each role.
Employment History
Current Registrations
Cpc Advisors, LLC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Girard Securities, INC.Broker
Vsr Financial Services, INC.Broker
Cetera Advisor Networks LLCBroker
Cetera Advisors LLCBroker
Cetera Financial Specialists LLCBroker
Cetera Investment Services LLCBroker
First Allied Securities, INC.Broker
Investors Capital CORP.Broker
Legend Equities CorporationBroker
Summit Brokerage Services, INC.Broker
J.P. Turner & Company, L.L.C.Broker
Thrivent Investment Management INC.Broker
Commonwealth Capital Securities CORP.Broker
Raymond James Financial Services, INC.Broker
Robert Thomas Securities, INCBroker
State Registrations53 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.