HOW DO YOU PARTNER WITH US?
CLICK HERE to download our questionnaire.
Print it out and either mail or fax it to:
JOIN CPALLIANCE / CPS Investment Advisors
Attn: Frank M Ashley III
1509 South Florida Avenue,
Lakeland, FL 33803
Fax: 863.688.0692
We will contact you upon receipt.
(web-based forms will be available soon)
The next step in joining CPAlliance is to participate in our two-day intensive boot camp in Lakeland, Florida. This program is designed to provide financial advisory firms with an in-depth introduction to our team members and comprehensive package. Session agendas are customized to the experience of the attendees. However, you will be provided with a complete turnkey operations manual, marketing materials, assistance in asset transfers, and ADV registration updates.
Registration fee of $2,000 per firm is backed by 100% satisfaction guarantee. Fee is waived for firms transferring total assets of $10 million; Likewise, fee is refunded to firms whom have accumulated $10 million in assets under management.
This brochure is in PDF format which requires Adobe Acrobat Reader to view.
