Vance Palmer, financial advisor Frazer PA

Vance Palmer

CRD Number: 708148
Current Firm: Cgi Wealth Advisors, Inc.

Vance Palmer (CRD# 708148) is an Investment Advisor Representative working at Cgi Wealth Advisors, Inc. in Frazer, PA and has over 40 years of experience in the finance industry.

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Company Name Location Dates Years
Cgi Wealth Advisors, Inc. Frazer, PA Dec 2020 - Current 3
Cgi Plan Advisors, Inc. Frazer, PA Dec 2020 - Current 3
The Conestoga Group, Inc. Frazer, PA Sep 1986 - Current 37
Commonwealth Financial Network Waltham, MA Apr 2002 - Jan 2021 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1983
Contact Info for Vance B. Palmer
Phone Number: 610 854-1425
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    90
    MILLIONS
  • Total Number of Accounts
    114
    ACCOUNTS
  • Average Account Value
    $791,103
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

DE, NJ, PA

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