Advisor at CP Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Beulaville, NC 28518
Credentials
Series 65
Industry experience
5 years
Randy Albertson is a financial advisor at CP Advisors, Inc. with 5 years of industry experience and a Series 65 credential. He has worked at CP Advisors since 1999 and is also associated with Albertson & Jones, P.A. since 1989. CP Advisors, Inc. serves individual investors, small businesses, trusts, and estates through financial planning, portfolio management, and consulting. The firm employs a goal-driven investment process using a mix of asset allocation strategies and accommodates client-imposed investment restrictions, with several team members holding CPA licenses that provide integrated tax and planning services.
Based on CP Advisors, Inc.
Minimum flat fee of $3,000 for comprehensive financial plans; consulting fees up to $2,500
$0 - $100,000: Negotiable; minimum annual fee $1,000 may apply $100,000+: Up to 1.00% annually, individually determined
Up to $500 per hour for financial planning and consulting services
Account minimum: $100,000 Minimum fee: Minimum annual fee of $1,000 for clients with assets under $100,000 Fee-only: Fees based on assets under management and hourly or fixed fees for financial planning and consulting services
120 East Main Street
Beulaville, NC 28518
North Carolina
CP Advisors, Inc.
1999 - Present (27 years)
Albertson & Jones, P.A.
1989 - Present (37 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Beulaville, NC
CP Advisors, Inc.
James Jones III is a Series 65-licensed financial advisor at CP Advisors, Inc. in Beulaville, NC, with eight years of industry experience. He has worked at CP Advisors since 2017 and has been affiliated with Albertson & Jones, P.A. since 2010. CP Advisors, Inc. serves individual investors, small businesses, trusts, and estates by providing financial planning, portfolio management, and project-based consulting. The firm combines strategic and tactical asset allocation using a variety of investment vehicles and incorporates input from CPAs on the team to offer integrated tax planning alongside advisory services.
Series 63, Series 65
Richlands, NC
First Citizens Investor Services, Inc.
Jessica Batchelor is a financial advisor with First Citizens Investor Services, Inc., holding Series 63 and Series 65 credentials and 18 years of industry experience. She has been with First Citizens Investor Services since 2006. Outside of her advisory role, she is a co-owner of a rental property in Beulaville, NC. First Citizens Investor Services, Inc. offers investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm combines risk- and outcomes-based asset allocation with discretionary and non-discretionary management, supported by fundamental, quantitative, and technical analysis, and benefits from its affiliation with a bank holding company.
Series 63, Series 65
Richlands, NC
LPL Financial
Nicholas Thornhill II is a financial advisor with LPL Financial in Jacksonville, NC, holding Series 63 and Series 65 licenses. He has one year of industry experience and previously worked with Gradient Advisors, LLC and Marine Federal Credit Union. Outside of his advisory role, he is a business owner of Natural Happy Family in Wilmington, NC. LPL Financial serves a diverse client base including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a wide range of advisory and brokerage services supported by an in-house research team that provides model portfolios and customizable investment solutions.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
