Cfg Advisors LLC

Cfg Advisors LLC (CRD# 153561) is a financial advisory firm headquartered in Frisco, TX. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
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.

TX

Financial Advisors at Cfg Advisors LLC
Showing 1 - 2 of 2 top financial advisors.
1
Raymond A. Panquerne
CRD#: 5240588
6898 Lebanon Road, Suite 101, Frisco, TX 75034
96
Wealthminder
score

Raymond Panquerne (CRD# 5240588) is an Investment Advisor Representative working at Cfg Advisors LLC in Frisco, TX and has over 9 years of experience in the finance industry. Raymond Panquerne 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
William R. Clark
CRD#: 1061582
6898 Lebanon Road, Suite 101, Frisco, TX 75034
76
Wealthminder
score

William Clark (CRD# 1061582) is an Investment Advisor Representative working at Cfg Advisors LLC in Frisco, TX and has over 34 years of experience in the finance industry.

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