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Sarah Benton Walker

Sarah B. Walker

CPC ADVISORS | Financial Advisor
Atlanta, GA 30309
Some features on this profile are disabled
CRD#: 4887235
Sarah Benton Walker

Professional summary

Sarah Benton Walker, who also goes by Sarah C Benton, Sarah Catherine Benton, is a registered financial advisor currently at CPC ADVISORS, LLC located in Atlanta, Georgia and RAYMOND JAMES FINANCIAL SERVICES, INC. located in Atlanta, Georgia.

Sarah is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Sarah has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

What are your service offerings?
Retirement Planning Strategies
Are you a "fiduciary"?
Yes

Aliases

Sarah C Benton | Sarah Catherine Benton

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sarah Benton Walker's CRS (Customer Relationship Summary).
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

May 28, 2024 - Present

CPC ADVISORS, LLC

Office #1: 1475 Peachtree St. Ne Suite 750, Atlanta, GA 30309
RIA
CRD#: 111025
Atlanta, GA
Current

April 30, 2024 - Present

RAYMOND JAMES FINANCIAL SERVICES, INC.

Office #1: 1475 Peachtree Street Ne Suite 750, Atlanta, GA 30309
BD
CRD#: 6694
Atlanta, GA
Past

September 6, 2017 - March 19, 2024

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
Marietta, GA
Past

September 1, 2017 - March 19, 2024

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Marietta, GA
Past

October 31, 2011 - October 31, 2011

FIRST ALLIED SECURITIES, INC.

RIA
CRD#: 32444
ATLANTA, GA
Past

October 31, 2011 - September 1, 2017

FIRST ALLIED ADVISORY SERVICES, INC.

RIA
CRD#: 137888
Atlanta, GA
Past

October 31, 2011 - September 1, 2017

FIRST ALLIED SECURITIES, INC.

BD
CRD#: 32444
ATLANTA, GA
Past

August 15, 2007 - November 21, 2011

FSC SECURITIES CORPORATION

RIA
CRD#: 7461
BIRMINGHAM, AL
Past

March 17, 2005 - December 31, 2005

FSC SECURITIES CORPORATION

RIA
CRD#: 7461
BIRMINGHAM, AL
Past

January 14, 2005 - November 21, 2011

FSC SECURITIES CORPORATION

BD
CRD#: 7461
BIRMINGHAM, AL

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

IAR
Florida
(5/29/2024)
RR
Georgia
(4/30/2024)
IAR
Georgia
(5/28/2024)
IAR
Texas
(5/28/2024)
IAR
Virginia
(5/28/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/3/2005
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/13/2005
General Securities Representative Examination
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)
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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
29

SEC notice filing (31 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CPC ADV PART 2A (1/7/2026)

Regulatory assets under management

Total Number of Accounts3,696
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.

Company Information

CPC ADVISORS, LLC

Financial AdvisorCRD#: 111025Atlanta, GA 30309

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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