Claudia P. Bellars
CPC ADVISORS
Virginia Beach, VA 23462
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CRD#: 2210945
Professional summary
Claudia Puopolo Bellars, CFP®, who also goes by Claudia P Bellars, Claudia Bellars, Claudia Sullivan Puopolo, Claudia Jane Sullivan, Claudia Sullivan VIncent, is a registered financial advisor currently at CPC ADVISORS, LLC located in Virginia Beach, Virginia and RAYMOND JAMES FINANCIAL SERVICES, INC. located in Virginia Beach, Virginia.
Claudia is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Claudia has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Claudia P Bellars | Claudia Bellars | Claudia Sullivan Puopolo | Claudia Jane Sullivan | Claudia Sullivan Vincent
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1)Name of Business: Bellars Harris Wealth Management Address: 4429 Bonney Rd Ste 530, Virginia Beach, VA, 23462, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/18/2020 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: We are independent advisors with Raymond James and Do Business As "Bellars Harris Wealth Management". I am an owner of this LLC. (2)Name of Business: Consolidated Planning Corporation Address: 4429 Bonney Rd Ste 530, Virginia Beach, VA, 23462-3881, United States Activity Type: Independent RIA Position/Title: Other Investment Related: Yes Start Date: 04/25/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Financial Advisor (3)Name of Business: CPB Enterprises Address: 4429 Bonney Rd Ste 530, Virginia Beach, VA, 23462, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/18/2020 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: I am a partner and owner in Bellars Harris Wealth Management. Raymond James pays us individually and then we each formed an entity that our CPA suggested that we do for accounting and tax purposes. This is CPB Enterprises
CRS (Client Relationship Summary) - RIA
Click below to view Claudia Puopolo Bellars's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1996
Experience
Current
May 23, 2022 - Present
CPC ADVISORS, LLC
Office #1: 4429 Bonney Road, Virginia Beach, VA 23462RIA
CRD#: 111025
Virginia Beach, VA
Current
May 18, 2020 - Present
RAYMOND JAMES FINANCIAL SERVICES, INC.
Office #1: 4429 Bonney Rd Ste 530, Virginia Beach, VA 23462-3881BD
CRD#: 6694
Virginia Beach, VA
Past
May 18, 2020 - September 20, 2022
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
Virginia Beach, VA
Past
June 6, 2008 - May 21, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
MOUNT PLEASANT, SC
Past
June 6, 2008 - May 21, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
MOUNT PLEASANT, SC
Past
April 14, 1994 - June 20, 2008
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
VIRGINIA BEACH, VA
Past
March 30, 1992 - June 20, 2008
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
VIRGINIA BEACH, VA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CA
CPC ADVISORS, LLC
BELLARS HARRIS WEALTH MANAGEMENT | J. THOMPSON ROSS INVESTMENTS | CPC IMPACT INVESTMENTS | CPC IMPACT INVESTING | CPC CONSULTING SERVICES | CPC ADVISORS, LLC | CPC ADVISORS | CONSOLIDATED PLANNING CORPORATION | CONSOLIDATED PLANNING CORP
CRD#: 111025 / SEC#: 801-11913
RIA
Registered Investment Advisory firm - (8/6/1976 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(5/21/2020)
RR
Arizona(5/18/2020)
RR
California(5/18/2020)
RR
Colorado(5/18/2020)
RR
Connecticut(5/18/2020)
RR
District of Columbia(5/18/2020)
RR
Florida(5/18/2020)
IAR
Florida(8/25/2022)
RR
Georgia(5/18/2020)
IAR
Georgia(5/23/2022)
RR
Idaho(1/23/2025)
RR
Illinois(5/18/2020)
RR
Kentucky(11/17/2021)
RR
Louisiana(5/18/2020)
RR
Maryland(5/18/2020)
RR
Massachusetts(5/18/2020)
RR
Minnesota(7/16/2025)
RR
Missouri(2/16/2022)
RR
Montana(9/10/2024)
IAR
Montana(10/7/2024)
RR
Nevada(8/15/2022)
RR
New Jersey(5/18/2020)
RR
New York(5/18/2020)
RR
North Carolina(5/18/2020)
RR
Ohio(5/10/2024)
RR
Pennsylvania(1/19/2022)
RR
South Carolina(5/18/2020)
IAR
South Carolina(8/29/2022)
RR
Tennessee(5/18/2020)
RR
Texas(5/20/2020)
IAR
Texas(5/24/2022)
RR
Virginia(5/18/2020)
IAR
Virginia(9/20/2022)
RR
Washington(5/18/2020)
RR
West Virginia(5/18/2020)
RR
Wisconsin(5/18/2020)
RR
Wyoming(5/18/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CA
CPC ADVISORS, LLC
BELLARS HARRIS WEALTH MANAGEMENT | J. THOMPSON ROSS INVESTMENTS | CPC IMPACT INVESTMENTS | CPC IMPACT INVESTING | CPC CONSULTING SERVICES | CPC ADVISORS, LLC | CPC ADVISORS | CONSOLIDATED PLANNING CORPORATION | CONSOLIDATED PLANNING CORP
CRD#: 111025 / SEC#: 801-11913
RIA
Registered Investment Advisory firm - (8/6/1976 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1475 Peachtree St. Ne Suite 750, Atlanta, GA 30309
Mailing Address
Phone number
(404) 879-3000
Established
Firm type
Fiscal year end
# of Employees
34
SEC notice filing (31 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,696 |
| AUM (Assets Under Management) | $ 2,095,480,549 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CPC ADVISORS, LLC
CRD#: 111025Virginia Beach, VA 23462TRUST BUT VERIFY
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