VESTPRO FINANCIAL PARTNERS, INC. DBA CPF TEXAS

CPF TEXAS
PLANO, Texas·5 registered advisors·CRD# 122484
SEC# 801-809200214-696-2323
01

Firm Overview

AUM
$233M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at VESTPRO FINANCIAL PARTNERS, INC. DBA CPF TEXAS

5 registered advisors
Adam Barrett Spence
PLANO, Texas
Lesli Anne Harlan
PLANO, Texas
Mark Steven Schupbach
PLANO, Texas
Rudy Fernandez
PLANO, Texas
Thomas Andrew Knippa
PLANO, Texas
05

Office Locations

PLANO, Texas
5 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. VESTPRO FINANCIAL PARTNERS, INC. DBA CPF TEXAS (CRD# 122484) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.