Trevor K. Thompson

CPC ADVISORS

Atlanta, GA 30309

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CRD#: 4978856

Professional summary

Trevor Kent Thompson, 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.

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

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.

(1)Name of Business: Consolidated Planning Corporation Address: 1475 Peachtree St NE Ste 750, Atlanta, GA, 30309-3992, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/10/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Planner

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trevor Kent Thompson'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®

CFP^®

Certified Financial Planner

Start date: 2009

Experience

Current

May 3, 2017 - Present

CPC ADVISORS, LLC

Office #1: 1475 Peachtree St. Ne Suite 750, Atlanta, GA 30309

RIA

CRD#: 111025

Atlanta, GA

Current

April 13, 2017 - Present

RAYMOND JAMES FINANCIAL SERVICES, INC.

Office #1: 1475 Peachtree Street Ne Suite 750, Atlanta, GA 30309

CRD#: 6694

Atlanta, GA

Past

July 1, 2015 - June 27, 2016

SECURIAN FINANCIAL SERVICES, INC.

RIA

CRD#: 15296

ATLANTA, GA

Past

August 24, 2007 - January 20, 2011

SECURIAN FINANCIAL SERVICES, INC.

RIA

CRD#: 15296

ATLANTA, GA

Past

June 19, 2007 - December 6, 2011

GV FINANCIAL ADVISORS, INC.

RIA

CRD#: 112118

ATLANTA, GA

Past

June 19, 2007 - June 10, 2016

JOYN ADVISORS, INC.

RIA

CRD#: 106725

ATLANTA, GA

Past

August 22, 2006 - June 27, 2016

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

ATLANTA, GA

Past

August 25, 2005 - March 30, 2006

A. G. EDWARDS & SONS, INC.

RIA

CRD#: 4

ATLANTA, GA

Past

August 11, 2005 - March 30, 2006

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

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".

CPC ADVISORS, LLC

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.

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

Georgia
(4/13/2017)

IAR

Georgia
(5/3/2017)

IAR

Texas
(9/19/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/19/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/10/2005

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

CPC ADVISORS, LLC

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

SEC notice filing (31 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CPC ADV PART 2A (10/28/2025)

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.

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Advisor Monitoring

Firm Stability Insights

Trevor K. Thompson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trevor Kent Thompson's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES, INC.

SECURIAN FINANCIAL SERVICES, INC.

SECURIAN FINANCIAL SERVICES, INC.

GV FINANCIAL ADVISORS, INC.

JOYN ADVISORS, INC.

SECURIAN FINANCIAL SERVICES, INC.

A. G. EDWARDS & SONS, INC.

A. G. EDWARDS & SONS, INC.

Primary Firm SEC Registration

CPC ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/19/2005

SIE

Date: 10/1/2018

Series 7

Date: 8/10/2005

FINRA

Current Firm

CPC ADVISORS, LLC

Contact information

SEC notice filing (31 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CPC ADVISORS, LLC

TRUST BUT VERIFY

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