Career history of Charles Phelan Smith
Former positions of Charles Phelan Smith
| Companies | Position | Start | End |
|---|---|---|---|
| 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. | Director/Board Member | 2014-03-27 | - |
| Chief Executive Officer | 2014-03-27 | - | |
| Founder | 2010-10-06 | - | |
| Portfolio Manager-Equities | 1974-12-31 | - | |
| President | 2012-08-21 | - | |
| Treasurer | 2014-03-27 | - |
Training of Charles Phelan Smith
| Florida State University | Undergraduate Degree |
Statistics
International
| United States | 4 |
Operational
| Director/Board Member | 1 |
| Chief Executive Officer | 1 |
| Founder | 1 |
Sectoral
| Finance | 2 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 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 |
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