Cg Advisory Services
Cg Advisory Services (CRD# 110929) is a financial advisory firm headquartered in Williamston, MI. They manage $3,215,431,631 in 17,241 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management3,215MILLION
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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
Scott Palomaki (CRD# 5631610) is an Investment Advisor Representative working at Cg Advisory Services in Williamston, MI and has over 14 years of experience in the finance industry.
Parke Petersen (CRD# 4908008) is an Investment Advisor Representative working at Cg Advisory Services in Williamston, MI and has over 18 years of experience in the finance industry.
Sanford Prizant (CRD# 1263173) is an Investment Advisor Representative working at Cg Advisory Services in Williamston, MI and has over 37 years of experience in the finance industry.
Dennis Prout (CRD# 1331443) is an Investment Advisor Representative working at Cg Advisory Services in Traverse City, MI and has over 39 years of experience in the finance industry.
Michael Rawls (CRD# 6245271) is an Investment Advisor Representative working at Cg Advisory Services in Richmond, VA and has over 10 years of experience in the finance industry.
Thomas Robertson (CRD# 1642030) is an Investment Advisor Representative working at Cg Advisory Services in Williamston, MI and has over 26 years of experience in the finance industry.
David Robinson (CRD# 2143144) is an Investment Advisor Representative working at Cg Advisory Services in Richmond, VA and has over 32 years of experience in the finance industry.
Jeffrey Roman (CRD# 5974291) is an Investment Advisor Representative working at Cg Advisory Services in Williamston, MI and has over 12 years of experience in the finance industry.
Russell Slack (CRD# 6739839) is an Investment Advisor Representative working at Cg Advisory Services in Idaho Falls, ID and has over 7 years of experience in the finance industry.
Faye Sykes (CRD# 5014910) is an Investment Advisor Representative working at Cg Advisory Services in Williamston, MI and has over 18 years of experience in the finance industry.