MS
Firm Information
Compensation
N/A
Number of Advisors
5 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:None
Financial Planning:Investment management only
CPA does not charge prospects a fee for its investment advisory services. If a prospect enters into an agreement with the Affiliated Advisor based on CPA’s referral, the Affiliated Advisor will charge the prospect a fee as set forth in the advisory agreement between the prospect and the Affiliated Advisor.
Loading...
Advisor Information
Office location
6735 Vistagreen Way, Suite 110, Rockford, IL, 61107
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Martha is a partner at the tax firm Cherry Bekaert, LLP. This activity is not investment-related.
Employment History
Current Registrations
Choreo Partner Alliance, LLC
June 2024 - Present · 1 yr 7 mos
State Registrations2 states
GAMN
Advisor
Exams
No exam information available for this advisor.