Profil
Mr. Chas P.
Smith, CPA, is President, Treasurer & Director at Chas.
P.
Smith & Associates, PA, CPAs.
He is on the Board of Directors at Chas.
P.
Smith & Associates, PA, CPAs.
Prior to founding CPS Investment Advisors in 1975, he was employed by Florida Institute of Certified Public Accountants.
Mr. Smith received his BS in Accounting from Florida State University.
He is a Certified Public Accountant
Anciens postes connus de Charles Phelan Smith
| Sociétés | Poste | Fin |
|---|---|---|
| Florida Institute of Certified Public Accountants | Corporate Officer/Principal | - |
Chas. P. Smith & Associates, PA, CPAs
 Chas. P. Smith & Associates, PA, CPAs Investment ManagersFinance Chas. P. Smith & Associates, PA, CPAs is an independent, SEC-registered investment advisor headquartered in Lakeland, Florida. They do-business-as CPS Investment Advisors (CPS). The firm was founded in 1975 to offer traditional tax and accounting services with a focus on educating clients about money and financial independence. In 1989, CPS became a full-service Registered Investment Advisory firm that provides portfolio management services to high net worth individuals, individuals, corporations, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, municipalities, and other US institutions. | Directeur Général | - |
Formation de Charles Phelan Smith
| Florida State University | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Chas. P. Smith & Associates, PA, CPAs
Chas. P. Smith & Associates, PA, CPAs Investment ManagersFinance Chas. P. Smith & Associates, PA, CPAs is an independent, SEC-registered investment advisor headquartered in Lakeland, Florida. They do-business-as CPS Investment Advisors (CPS). The firm was founded in 1975 to offer traditional tax and accounting services with a focus on educating clients about money and financial independence. In 1989, CPS became a full-service Registered Investment Advisory firm that provides portfolio management services to high net worth individuals, individuals, corporations, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, municipalities, and other US institutions. | Finance |
| Florida Institute of Certified Public Accountants |
