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.
Credentials
Series 65
Experience Industry experience
6 years
Location
Beulaville, NC 28518
CP Advisors, Inc.
Team
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
Beulaville, NC
120 East Main Street
Beulaville NC 28518
Advisors at this office
2
North Carolina
6 years of industry experience
CP Advisors, Inc.
1999 - Present • 27 years
Clinton, NC
Albertson & Jones, P.A.
1989 - Present • 37 years
Beulaville, NC
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.
CFP®, Series 66
Pink Hill, NC
Dew Wealth Management
Joshua Russ is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with Dew Wealth Management, where he has worked for one year, following prior roles at Financial Serenity, LLC, and other financial firms. Dew Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations with family-office style programs, financial planning, retirement consulting, and investment management. The firm offers both discretionary and non-discretionary management and coordinates with clients’ other professionals through multi-month programs and a virtual family office model.
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. She holds Series 63 and Series 65 designations and has 19 years of industry experience, including over 20 years with her current firm. Outside of her advisory role, she co-owns a rental property in North Carolina. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a client-centered approach involving assessments of financial needs and risk tolerance, applying various analytical methods to manage portfolios across equities, fixed income, mutual funds, and ETFs.
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