CPC Advisors Employee Directory

Financial ServicesUnited States11-50 Employees

At Consolidated Planning Corporation, we understand the unique challenges that come with managing wealth. Since 1975, we have emphasized a highly personalized and comprehensive approach to not only managing your investments but also planning to help you make the most of them.  We not only take into account how your investments can be used to enhance the lives of you and your family today, but also to enhance your future and the lives of generations to come.

As financial planners who have achieved a certified level of excellence and commitment to our industry and the clients we serve, we bring proven expertise to bear on every aspect of a client’s wealth.  And because we are dedicated to bringing greater value to the advisor-client relationship than just traditional investment management, we can help you gain a greater sense of confidence, conviction and direction regarding your family’s financial future.

Consolidated Planning Corporation is not a registered broker/dealer, and is independent of Raymond James Financial Services. Investment Advisory Services are offered through Consolidated Planning Corporation. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC.

Raymond James financial advisors may only conduct business with residents of the states
and/or jurisdictions for which they are properly registered. Therefore, a response to a
request for information may be delayed. Please note that not all of the investments and
services mentioned are available in every state. Investors outside of the United States are
subject to securities and tax regulations within their applicable jurisdictions that are n
addressed on this site. Contact your local Raymond James office for information and
availability.
Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC.

Find CPC Advisors employees' phone numbers or email addresses

CPC Advisors Global Highlights

Location
Employees

North America
30

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  • United States Of America
    30

CPC Advisors's Leadership

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    D. H.
    Chief Investment Officer
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    G. P.
    Chief Compliance Officer
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    N. H.
    Vice President Operations
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    V. M.
    President & Ceo
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    T. T.
    Head Of Wealth Solutions
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    M. H.
    Founder
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    A. M.
    Executive Assistant To Chief Executive Officer
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    C. V. M.
    Executive Vice President
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Contact profiles from CPC Advisors

Name
Title
Contact Info
Location
Last Update
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    M. M.
    Financial Advisor
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    United StatesGeorgia
    Sep 30, 2025

Frequently Asked Questions

What is CPC Advisors known for?

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CPC Advisors was founded in 1975 operates in the Financial Services industry. The company's main headquarters is located in 1475 Peachtree St NE, Suite 750 Atlanta, Georgia 30309, US; you can contact the main corporate office by phone at . Explore CPC Advisors's company overview page for more information.

What is CPC Advisors's most common email format?

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CPC Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more CPC Advisors email formats with LeadIQ.

How many employees does CPC Advisors have currently?

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CPC Advisors has approximately 20 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are CPC Advisors's key employees and leadership?

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As of October 2025, CPC Advisors's key employees include:

  • Chief Investment Officer: D. H.
  • Chief Compliance Officer: G. P.
  • Vice President Operations: N. H.
  • President & Ceo: V. M.
  • Head Of Wealth Solutions: T. T.

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