Unclaimed Profile

Erica Marie Lupercio

CHAS. P. SMITH & ASSOCIATES, PA, CPA'S·LAKELAND, Florida

Clean recordCHAS. P. SMITH & ASSOCIATES, PA, CPA'S

205 EAST ORANGE STREET #310, LAKELAND, FL 33801-4611CRD# 7720109Firm CRD# 104914

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Erica Marie Lupercio · LAKELAND, FL

Registration

CRD #7720109 · CHAS. P. SMITH & ASSOCIATES, PA, CPA'S

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Erica Marie Lupercio is a registered financial advisor based in LAKELAND, Florida, affiliated with CHAS. P. SMITH & ASSOCIATES, PA, CPA'S. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

CHAS. P. SMITH & ASSOCIATES, PA, CPA'S

CPS INVESTMENT ADVISORS

AUM

$2.4B

Regulatory assets under management

Employees

Total firm employees

View all advisors at CHAS. P. SMITH & ASSOCIATES, PA, CPA'S →

Services

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 7720109

Firm CRD# 104914

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Erica Marie Lupercio offer?

Erica Marie Lupercio specializes in Financial Planning, Investment Management. Contact their office in LAKELAND, Florida for a consultation.

What are Erica Marie Lupercio's credentials?

Erica Marie Lupercio is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Erica Marie Lupercio located?

Erica Marie Lupercio is based in LAKELAND, Florida, working with CHAS. P. SMITH & ASSOCIATES, PA, CPA'S. Their office serves clients in the LAKELAND metropolitan area and surrounding communities.

How does Erica Marie Lupercio charge for services?

Erica Marie Lupercio's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CHAS. P. SMITH & ASSOCIATES, PA, CPA'S?

CHAS. P. SMITH & ASSOCIATES, PA, CPA'S has approximately 25 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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