BF
Blake A. Flood
CPC ADVISORS
Atlanta, GA 30309
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CRD#: 2485222
BF
Professional summary
Blake Anthony Flood, CFP® is a registered financial advisor currently at CPC ADVISORS, LLC located in Atlanta, Georgia and RAYMOND JAMES FINANCIAL SERVICES, INC. located in Atlanta, Georgia.
Blake is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Blake has worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
What are your service offerings?
Investment Planning
Retirement Planning
Comprehensive Financial Planni...
Are you a "fiduciary"?
Yes
Aliases
None
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: Consolidated Planning Corporation Address: 1475 Peachtree St NE Ste 750, Atlanta, GA, 30309, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 10/20/2005 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: NOT REQUIRED AT TIME OF SUBMISSION (2)Name of Business: CPC Holding Company, LLC Address: 1475 Peachtree St NE Ste 750, Atlanta, GA, 30309-3992, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 09/30/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Partner
CRS (Client Relationship Summary) - RIA
Click below to view Blake Anthony Flood'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: 2005
Experience
Current
April 24, 2003 - Present
CPC ADVISORS, LLC
Office #1: 1475 Peachtree St. Ne Suite 750, Atlanta, GA 30309RIA
CRD#: 111025
Atlanta, GA
Current
December 21, 1998 - Present
RAYMOND JAMES FINANCIAL SERVICES, INC.
Office #1: 1475 Peachtree Street Ne Suite 750, Atlanta, GA 30309BD
CRD#: 6694
Atlanta, GA
Past
April 15, 2019 - October 3, 2021
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
Atlanta, GA
Past
May 18, 1994 - October 30, 1997
WADDELL & REED
BD
CRD#: 866
OVERLAND PARK, KS
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(11/14/2024)
RR
Arizona(11/14/2024)
RR
Arkansas(11/14/2024)
RR
California(1/2/2014)
RR
Colorado(10/7/2008)
RR
Connecticut(7/30/2025)
RR
Delaware(11/14/2024)
RR
District of Columbia(7/18/2019)
RR
Florida(2/27/2004)
RR
Georgia(1/5/1999)
IAR
Georgia(4/24/2003)
RR
Illinois(4/11/2011)
RR
Kansas(6/9/1999)
RR
Kentucky(11/6/2024)
RR
Louisiana(11/14/2024)
RR
Maryland(11/14/2024)
RR
Massachusetts(1/2/2014)
RR
Michigan(1/8/1999)
RR
Mississippi(3/11/2025)
RR
Missouri(11/14/2024)
RR
Nevada(11/14/2024)
RR
New Jersey(11/14/2024)
RR
New York(1/2/2014)
RR
North Carolina(5/10/2004)
RR
Ohio(11/14/2024)
RR
Oklahoma(11/14/2024)
RR
Pennsylvania(11/14/2024)
RR
South Carolina(1/2/2008)
RR
Tennessee(11/6/2024)
IAR
Texas(9/19/2024)
RR
Texas(11/14/2024)
IAR
Virginia(9/19/2024)
RR
Virginia(11/14/2024)
RR
Washington(11/14/2024)
Exams
State Security Law Exam
General Industry/Product 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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
