Community Financial Group, Inc.

Community Financial Group, Inc. (CRD# 129472) is a financial advisory firm headquartered in Marlborough, MA. They manage $38,576,353 in 110 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
201 Boston Post Road West, Suite 406, Marlborough, MA 01752
http://www.cfgadvisor.com
By the Numbers
  • Total Assets Under Management
    39
    MILLION
  • Total Number of Accounts
    110
    ACCOUNTS
  • Average Account Value
    $350,694
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
  • Pension consulting 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.

MA, TX

Financial Advisors at Community Financial Group, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Paul Travis, financial advisor Marlborough MA
Paul M. Travis
CRD#: 2791056
201 Boston Post Road West, Suite 406, Marlborough, MA 01752
93
Wealthminder
score

Paul Travis (CRD# 2791056) is an Investment Advisor Representative working at Community Financial Group, Inc. in Marlborough, MA and has over 20 years of experience in the finance industry.

2
Richard Wilson, financial advisor Conroe TX
Richard R. Wilson
CRD#: 4727467
Conroe, TX
93
Wealthminder
score

Richard Wilson (CRD# 4727467) is an Investment Advisor Representative working at Community Financial Group, Inc. in Conroe, TX and has over 13 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals