Randy L. Albertson

CP ADVISORS

BEULAVILLE, NC 28518

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CRD#: 4485212

Professional summary

Randy Lee Albertson is a registered financial advisor currently at CP ADVISORS, INC. located in Beulaville, North Carolina.

Randy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Randy has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

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.

ALBERTSON & JONES, P.A.; 120 EAST MAIN STREET, BEULAVILLE, NC 28518; NATURE OF OB: CPA FIRM; NOT INVESTMENT RELATED; TITLE: PRESIDENT; DUTIES: TAX, ACCOUNTING AND AUDIT; START DATE: 07/23/1989; 80/HOURS PER MONTH; 60/HOURS PER MONTH DURING TRADING HOURS; RECEIVES SALARY AND DIVIDENDS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Randy Lee Albertson'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®

None

Experience

Current

August 10, 2020 - Present

CP ADVISORS, INC.

Office #1: 120 East Main Street, Beulaville, NC 28518

RIA

CRD#: 111701

BEULAVILLE, NC

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.

Highlighted states indicate IAR registrations

IAR

North Carolina
(8/10/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/17/1999

Uniform Investment Adviser Law Examination

Current Firm

CP ADVISORS, INC.

CP ADVISORS, INC | CP ADVISORS, INC.

CRD#: 111701 / SEC#:

North Carolina

Registered Investment Advisory firm - (2/20/2001 Approved)

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Contact information

Main Address

403 E. Johnson Street, Clinton, NC 28328

Mailing Address

P.o. Box 1200, Beulaville, NC 28518

Phone number

(910) 490-1118

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	285
AUM (Assets Under Management)	$ 57,013,984

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Randy L. Albertson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Randy Lee Albertson's CRS (Customer Relationship Summary).

Certified licenses

Experience

CP ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/17/1999

Current Firm

CP ADVISORS, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CP ADVISORS, INC.

TRUST BUT VERIFY

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