Cg Financial Services
Cg Financial Services (CRD# 142354) is a financial advisory firm headquartered in Los Angeles, CA. They manage $29,938,000 in 145 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management30MILLION
Total Number of Accounts145ACCOUNTS
Average Account Value$206,469
- 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
Carol Grosvenor (CRD# 4269576) is an Investment Advisor Representative working at Cg Financial Services in Los Angeles, CA and has over 17 years of experience in the finance industry. Carol Grosvenor 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.