Beulaville, NC Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
CP Advisors, Inc.
Team
Firm-wide stats for CP Advisors, Inc.
About
CP Advisors, Inc. serves individual investors (including high‑net‑worth clients), small businesses, trusts, and estates through financial planning, ongoing portfolio management, and project‑based consulting. The firm reports managing roughly $69.6 million in client assets and provides both discretionary and non‑discretionary advisory arrangements while tailoring services to individual client objectives.
The firm’s investment process is goal‑driven and combines strategic and tactical asset allocation, with portfolios built from mutual funds, ETFs, individual equities and bonds and, on occasion, alternative structures. Research and trading draw on a mix of fundamental, technical, cyclical and charting analysis, and clients may impose reasonable investment restrictions that the firm will accommodate within the agreed strategy.
In contrast with many peers, several senior professionals at the firm are licensed CPAs and maintain accounting practices that provide tax planning and compliance services, and those services are made available to clients though not required. The advisory team also includes personnel with insurance licenses (who are prohibited from selling insurance to firm clients), a combination of credentials and outside activities that may give the firm a more integrated tax‑and‑planning orientation than is typical for similarly sized advisory teams.
Based on CP Advisors, Inc.
Expertise
Based on CP Advisors, Inc.
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.
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.
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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)