Patricia Hayton
Advisor at CPC Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at CPC Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Woodstock, GA 30188-7050
Credentials
Series 66
Industry experience
24 years
Patricia Hayton is a financial advisor with CPC Advisors, LLC, holding a Series 66 designation and over 23 years of industry experience. Her career includes roles at Raymond James Financial Services and Wells Fargo Advisors, along with 15 years at J Thompson Ross Investments. She also serves as Operations Manager for CPC Advisors. CPC Advisors provides investment advisory and financial planning services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm emphasizes asset allocation and model-driven strategies, utilizing third-party managers and the Raymond James institutional platform to manage approximately $2.1 billion in client assets.
Based on CPC Advisors, LLC
Based on CPC Advisors, LLC
Negotiable fixed fees from $500 to $20,000 for financial planning; up to $100,000 for complex plans
Registered representatives receive commissions from purchase, sale, or holding of securities; insurance agents receive commissions from insurance products
Hourly rate of $275 for financial planning services
Annual retainer services with quarterly fees determined case-by-case based on scope and complexity
Account minimum: $25,000 Fee-only: Financial planning services fixed fee ranging from $500 to $20,000, up to $100,000 for highly complex plans; hourly rate of $275; annual retainer fees charged quarterly based on scope and complexity, negotiated case-by-case
3201 S. Cherokee Lane, Suite 340
Woodstock, GA 30188-7050
Florida · Georgia · Texas · Virginia
CPC Advisors, LLC
2022 - Present (4 years)
Raymond James Financial Services, Inc.
2018 - Present (8 years)
Raymond James Financial Services Advisors, Inc.
2018 - 2022 (4 years)
J Thompson Ross Investments
2010 - 2025 (15 years)
Wells Fargo Advisors Financial Advisors Financial Network, LLC
2010 - 2018 (8 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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