Gregory Cadger (CRD# 6670954) is an Investment Advisor Representative working at Cadger Tax & Financial in Carolina Beach, NC and has over 6 years of experience in the finance industry. Gregory Cadger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5248339
Tilia Fiduciary Partners, Inc.
CRD# 5582433
Old North State Wealth Management, LLC
CRD# 5191257
Bankers Life Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cadger Wealth Advisors LLC | Carolina Beach, NC | Jan 2023 - Current | 1 |
| Cadger Tax And Financial | Carolina Beach, NC | Dec 2020 - Current | 3 |
| Tahoe Investments And Tax Planning, LLC | Valley Springs, CA | Sep 2019 - Current | 4 |
| Cadger Tax & Financial | Carolina Beach, NC | Feb 2007 - Current | 17 |
| Blueprint Wealth Partners, LLC | Valley Springs, CA | Oct 2017 - Sep 2019 | 1 |
| Blueprint Wealth Partners, LLC | Valley Springs, CA | May 2016 - Oct 2017 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2017 |
- CA
- NV
- SC
-
Total Assets Under Management7MILLIONS
-
Total Number of Accounts42ACCOUNTS
-
Average Account Value$173,810
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
CA, NV, SC
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