Tiara Kincaid

Role: Client Service Associate at CPC Advisors
Location: Atlanta, GA, US
LinkedIn followers: 500 followers

Customer/Client ServiceView LinkedIn profile

Experience

Client Service Associate
CPC Advisors
Dec 2018 — Present
CPC is not a registered broker/dealer and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc, member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section

Skills

Organizational Effectiveness
Powerpoint
Series 7
Marketing
Team-Oriented
Microsoft Office
Office Administration
Oral & Written Communication Skills
Market Research
Series 63
Microsoft Word
Dedicated Professional
Firefox
Event Planning
Outlook Express
Microsoft Excel
Finance
Collaborative Problem Solving
Iwork
Wordperfect

Contact information

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Work email
•••••@cpcadvisors.com
Personal email
•••••@•••••.com
Direct dial
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Current company

CPC Advisors

Financial Services · 22 employees · Founded 1975 · Atlanta, Georgia, United States

At CPC Advisors 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. CPC Advisors, LLC is not a registered broker/dealer, and is independent of Raymond James Financial Services. Investment advisory services are offered through CPC Advisors, LLC. CPC Advisors, LLC is not a registered broker/dealer and is independent of 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.

cpcadvisors.com

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Experience

Client Service Associate

Skills

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