Cpa Advisory Services, P.c.

Cpa Advisory Services, P.c. (CRD# 114170) is a financial advisory firm headquartered in Sun City, AZ. They manage $59,452,349 in 350 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
10451 W. Palmeras Drive, #130, Sun City, AZ 85373
http://www.cpaadvisory.com/
By the Numbers
  • Total Assets Under Management
    59
    MILLION
  • Total Number of Accounts
    350
    ACCOUNTS
  • Average Account Value
    $169,864
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, IL, TX

Financial Advisors at Cpa Advisory Services, P.c.
Showing 1 - 2 of 2 top financial advisors.
1
Kenneth Council, financial advisor Sun City AZ
Kenneth R. Council
CRD#: 2918365
10451 W. Palmeras Drive, #130, Sun City, AZ 85373

Kenneth Council (CRD# 2918365) is an Investment Advisor Representative working at Cpa Advisory Services, P.c. in Sun City, AZ and has over 26 years of experience in the finance industry.

2
Les Nesmith, financial advisor Sun City AZ
Les Nesmith
CRD#: 3187322
10451 W. Palmeras Drive, #130, Sun City, AZ 85373

Les Nesmith (CRD# 3187322) is an Investment Advisor Representative working at Cpa Advisory Services, P.c. in Sun City, AZ and has over 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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