Joshua B. Voisine

CPC ADVISORS

Atlanta, GA 30309

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CRD#: 5354224

Professional summary

Joshua Ben Voisine, CFP®, who also goes by Josh Voisine, Joshua B Voisine, is a registered financial advisor currently at CPC ADVISORS, LLC located in Atlanta, Georgia and RAYMOND JAMES FINANCIAL SERVICES, INC. located in Atlanta, Georgia.

Joshua is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Joshua has worked at 10 firms and has passed the Series 66, Series 63, Series 7TO, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Josh Voisine | Joshua B Voisine

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 Ste 750, Atlanta, GA, 30309-3992, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/18/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Wealth Advisors, Financial Planner

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Ben Voisine'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: 2010

Experience

Current

April 20, 2025 - Present

CPC ADVISORS, LLC

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

RIA

CRD#: 111025

Atlanta, GA

Current

February 25, 2025 - Present

RAYMOND JAMES FINANCIAL SERVICES, INC.

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

CRD#: 6694

Atlanta, GA

Past

February 2, 2024 - April 25, 2024

CURI CAPITAL, LLC

RIA

CRD#: 134249

Raleigh, NC

Past

August 23, 2021 - February 6, 2024

CURI CAPITAL

RIA

CRD#: 281133

LAWRENCEVILLE, GA

Past

October 30, 2013 - December 4, 2014

FIRST CITIZENS ASSET MANAGEMENT, INC

RIA

CRD#: 140777

RALEIGH, NC

Past

October 10, 2013 - December 4, 2014

FIRST CITIZENS SECURITIES CORPORATION

CRD#: 140161

DULUTH, GA

Past

May 8, 2012 - September 27, 2013

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

DULUTH, GA

Past

May 7, 2012 - September 27, 2013

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

DULUTH, GA

Past

March 22, 2011 - June 28, 2012

SYNERGY INVESTMENT GROUP, LLC

RIA

CRD#: 46035

ATLANTA, GA

Past

March 16, 2011 - June 28, 2012

JBS LIBERTY SECURITIES, INC.

CRD#: 36179

KANNAPOLIS, NC

Past

July 30, 2008 - February 15, 2011

TRUIST INVESTMENT SERVICES, INC.

RIA

CRD#: 17499

ATLANTA, GA

Past

July 23, 2007 - February 15, 2011

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

ATLANTA, 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".

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

IAR

Florida
(4/22/2025)

Georgia
(4/8/2025)

IAR

Georgia
(4/21/2025)

IAR

Texas
(4/20/2025)

IAR

Virginia
(4/20/2025)

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: 4/4/2025

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/23/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 2/25/2025

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 12/19/2024

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/19/2008

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/20/2007

Investment Company Products/Variable Contracts 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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Firm Stability Insights

Joshua B. Voisine

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Ben Voisine's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES, INC.

CURI CAPITAL, LLC

CURI CAPITAL

FIRST CITIZENS ASSET MANAGEMENT, INC

FIRST CITIZENS SECURITIES CORPORATION

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

SYNERGY INVESTMENT GROUP, LLC

JBS LIBERTY SECURITIES, INC.

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

CPC ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/4/2025

Series 63

Date: 8/23/2007

Series 7TO

Date: 2/25/2025

SIE

Date: 12/19/2024

Series 7

Date: 5/19/2008

Series 6

Date: 7/20/2007

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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