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Trevor Kent Thompson

Investment adviser representative at Cpc Advisors, LLC
10 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

10 years in the industry.

  1. Cpc Advisors, LLCJul 2017 to now
  2. Raymond James Financial Services, IncApr 2017 to now
  3. UnemploymentJun 2016 to Apr 2017

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2005

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
4978856
Firm CRD
111025
Advisor's SEC record (opens in a new tab)
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