Cda Group

Cda Group (CRD# 151838) is a financial advisory firm headquartered in Greenville, SC. They manage $301,357,295 in 1,166 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    301
    MILLION
  • Total Number of Accounts
    1,166
    ACCOUNTS
  • Average Account Value
    $258,454
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
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

GA, NC, SC

Financial Advisors at Cda Group
Showing 1 - 5 of 5 top financial advisors.
1
Jeffrey K. Giguere
CRD#: 5700633
619 Halton Road, Building 1a, Greenville, SC 29607
96
Wealthminder
score

Jeffrey Giguere (CRD# 5700633) is an Investment Advisor Representative working at Cda Group in Greenville, SC and has over 6 years of experience in the finance industry. Jeffrey Giguere 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.

2
Donald L. Reichert
CRD#: 2163596
619 Halton Road, Bldg. 1a, Greenville, SC 29607
96
Wealthminder
score

Donald Reichert (CRD# 2163596) is an Investment Advisor Representative working at Cda Group in Greenville, SC and has over 25 years of experience in the finance industry.

3
Joseph F. Montgomery
CRD#: 5964422
619 Halton Road, Bldg. 1a, Greenville, SC 29607
90
Wealthminder
score

Joseph Montgomery (CRD# 5964422) is an Investment Advisor Representative working at Cda Group in Greenville, SC and has over 5 years of experience in the finance industry.

4
William E. Cappelmann
CRD#: 6623624
619 Halton Road, Bldg. 1a, Greenville, SC 29607
87
Wealthminder
score

William Cappelmann (CRD# 6623624) is an Investment Advisor Representative working at Cda Group in Greenville, SC and has 1 year of experience in the finance industry.

5
Joseph D. Schofield
CRD#: 2496116
619 Halton Road, Bldg. 1a, Greenville, SC 29607
83
Wealthminder
score

Joseph Schofield (CRD# 2496116) is an Investment Advisor Representative working at Cda Group in Greenville, SC and has over 22 years of experience in the finance industry.

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