Beulaville, NC Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$69,563,889
ClientsTotal clients
178
AdvisorsAdvisors at this office
2
Of 5 advisors across 2 offices
Location
120 East Main Street
Beulaville NC 28518
Advisors at this office
2
Advisors at this office
James J
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.
Randy A
Series 65
Beulaville, NC
CP Advisors, Inc.
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.
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