Kenneth Evangelista (CRD# 2747013) is an Investment Advisor Representative working at Cg Advisory Services in Williamston, MI and has over 27 years of experience in the finance industry.
CRD# 3201611
Cambridge Investment Research Advisors, Inc.
CRD# 6489315
Cg Advisory Services
CRD# 5739197
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Haslett, MI | Apr 2023 - Current | 1 |
| Capital Asset Advisory Services, LLC | Haslett, MI | Jan 2006 - Current | 18 |
| Wealth Advisory Group | Haslett, MI | Oct 2005 - Current | 18 |
| Geneos Wealth Management, Inc. | Haslett, MI | Sep 2017 - Apr 2023 | 5 |
| Wfg Investments, Inc. | Williamston, MI | May 2015 - Sep 2017 | 2 |
| Invest Financial Corporation | Williamston, MI | Apr 2009 - May 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1996 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2005 |
- MI
- TX
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Total Assets Under Management3,215MILLIONS
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Total Number of Accounts17,241ACCOUNTS
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Average Account Value$186,499
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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