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Krista Elder Pritchett

Investment adviser representative at Cpc Advisors, LLC
12 yearsExperience
4 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

12 years in the industry.

  1. Cpc Advisors, LLCOct 2025 to now
  2. Raymond James Financial Services, Inc.Aug 2023 to now
  3. Consolidated Planning CorporationJun 2021 to Oct 2025
  4. Wsp USASep 2019 to Jun 2021
  5. The Waters Organization, LLCFeb 2019 to Sep 2019
  6. Charleston Hospitality GroupMay 2017 to Jul 2017
  7. Kennesaw State UniversityJan 2017 to Dec 2018
  8. University of North GeorgiaJan 2016 to Dec 2016
  9. Cafe Restaurants Inc.Aug 2014 to Feb 2019

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 4 states (FL, GA, TX, VA).

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
7397431
Firm CRD
111025
Advisor's SEC record (opens in a new tab)
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