KP
Krista E. Pritchett
CPC ADVISORS
Atlanta, GA 30309
Some features on this profile are disabled
CRD#: 7397431
KP
Professional summary
Krista Elder Pritchett, who also goes by Krista Lynn Elder, is a registered financial advisor currently at CPC ADVISORS, LLC located in Atlanta, Georgia and RAYMOND JAMES FINANCIAL SERVICES, INC. located in Atlanta, Georgia.
Krista is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Krista has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Krista Lynn Elder
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 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: 06/21/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Senior Client Service Associate (2) Name of Business: Pritchett Enterprises LLC Address: 4173 Oak Ferry Dr, Kennesaw, GA, 30144, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: searching foreclosures in the area and business planning (general)
CRS (Client Relationship Summary) - RIA
Click below to view Krista Elder Pritchett'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®
NoneExperience
Current
July 16, 2024 - Present
CPC ADVISORS, LLC
Office #1: 1475 Peachtree St. Ne Suite 750, Atlanta, GA 30309RIA
CRD#: 111025
Atlanta, GA
Current
August 3, 2023 - Present
RAYMOND JAMES FINANCIAL SERVICES, INC.
Office #1: 1475 Peachtree Street Ne Suite 750, Atlanta, GA 30309BD
CRD#: 6694
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".
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(9/23/2024)
RR
Georgia(6/17/2024)
IAR
Georgia(7/18/2024)
IAR
Texas(7/16/2024)
IAR
Virginia(7/16/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/3/2023
General Securities Representative ExaminationGeneral 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
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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.
