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Michael Joseph Mccool

Investment adviser representative at Cpc Advisors, LLC
19 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.7BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

19 years in the industry.

  1. Cpc Advisors, LLCOct 2025 to now
  2. Raymond James Financial ServicesMay 2007 to now
  3. Raymond James Financial Services Advisors Inc.Apr 2019 to Oct 2021

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2001
  • Series 65 · Uniform Investment Adviser Law2001

State registrations

Registered as an investment adviser representative in 2 states (GA, TX).

Cpc Advisors, LLC

$1.7BAssets managed
981Clients
16Advisers
50 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4408105
Firm CRD
111025
Advisor's SEC record (opens in a new tab)
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