Patricia Hayton is a registered investment advisor at Cpc Advisors, LLC, based in Woodstock, GA, with 23 years of industry experience. Patricia 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
3201 S. Cherokee Lane, Suite 340, Woodstock, GA, 30188-7050
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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.
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Patricia is an Investment Advisor Representative (IAR), Branch Supervisor, and Operations Manager at Consolidated Planning Corp, an independent RIA. This takes about half of Patricia's time, including during trading hours.
Employment History
Current Registrations
Cpc Advisors, LLC
Raymond James Financial Services, INC.Broker
Raymond James Financial Services, INC.
Previous Registrations
Raymond James Financial Services Advisors, INC
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
UBS Financial Services INC.Broker
UBS Financial Services INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch Pierce Fenner & Smith INC.
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
UBS Painewebber INC.Broker
State Registrations42 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.