AG
Adele V. Gipson
CPC ADVISORS
Atlanta, GA 30309
Some features on this profile are disabled
CRD#: 5175273
AG
Professional summary
Adele Versie Gipson, 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.
Adele is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Adele has worked at 4 firms and has passed the Series 63, 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: CPC Advisors, LLC Address: 1475 Peachtree St NE, Atlanta, GA, 30309, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 08/01/2010 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Sell life insurance policy (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, Officer - Secretary Investment Related: No Start Date: 10/01/2025 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: EVP (3)Name of Business: Georgia Campaign for Adolescent Power & Potential (GCAPP) Address: 1849 The Exchange St SE, Ste 200, Atlanta, NM, 30339, United States Activity Type: Non profit Position/Title: Board Member Investment Related: Yes Start Date: 01/01/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Board member serving on Finance Committee (4)Name of Business: NA Address: 94 Kirkwood Rd NE, Atlanta, GA, 30317, United States Activity Type: Accounting/CPA Position/Title: Independent Contractor Investment Related: No Start Date: 02/01/2008 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Provide accounting and tax services on a contract or hourly basis
CRS (Client Relationship Summary) - RIA
Click below to view Adele Versie Gipson'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: 2007
Experience
Current
June 24, 2008 - Present
CPC ADVISORS, LLC
Office #1: 1475 Peachtree St. Ne Suite 750, Atlanta, GA 30309RIA
CRD#: 111025
Atlanta, GA
Current
May 19, 2008 - Present
RAYMOND JAMES FINANCIAL SERVICES, INC.
Office #1: 1475 Peachtree Street Ne Suite 750, Atlanta, GA 30309BD
CRD#: 6694
Atlanta, GA
Past
April 1, 2019 - October 3, 2021
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
Atlantic, GA
Past
April 10, 2007 - May 28, 2008
TRANSAMERICA FINANCIAL ADVISORS, LLC
RIA
CRD#: 16164
DECATUR, GA
Past
August 3, 2006 - May 28, 2008
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
DECATUR, GA
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(1/2/2014)
RR
Arizona(11/14/2024)
RR
Arkansas(1/13/2022)
RR
California(4/16/2015)
RR
Colorado(1/2/2018)
RR
Connecticut(7/30/2025)
RR
Delaware(1/2/2014)
RR
District of Columbia(1/2/2014)
RR
Florida(1/2/2014)
RR
Georgia(5/19/2008)
IAR
Georgia(6/24/2008)
RR
Illinois(1/2/2014)
RR
Indiana(1/21/2025)
RR
Kentucky(11/14/2024)
RR
Louisiana(11/14/2024)
RR
Maryland(9/8/2008)
RR
Massachusetts(11/14/2024)
RR
Michigan(11/14/2024)
RR
Mississippi(3/11/2025)
RR
Missouri(11/14/2024)
RR
Montana(1/21/2025)
RR
Nevada(11/14/2024)
RR
New Jersey(1/2/2014)
RR
New York(8/5/2016)
RR
North Carolina(1/27/2012)
RR
Ohio(12/3/2018)
RR
Oklahoma(11/21/2024)
RR
Pennsylvania(11/14/2024)
RR
South Carolina(1/2/2015)
RR
South Dakota(1/21/2025)
RR
Tennessee(1/2/2018)
RR
Texas(1/3/2017)
IAR
Texas(9/19/2024)
RR
Virginia(1/2/2014)
IAR
Virginia(9/19/2024)
RR
Washington(11/23/2022)
RR
Wisconsin(1/21/2025)
Exams
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
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.
