John
Cartwright
Clg LLC
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About this Advisor
John Cartwright is a financial advisor based in Long Beach, California, working with Clg LLC. John has previously held positions at Cetera Advisor Networks LLC, Clg, LLC D/B/A Clg, Wealth Management, Cetera Investment Advisers LLC, and Purshe Kaplan Sterling Investments. John has passed the Series 63 regulatory exam and is registered to provide services in California. Currently, John is part of Clg LLC, which operates out of Long Beach, California. The firm has 5 offices and 26 employees. The firm manages assets totaling $800.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Clg LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Clg LLC Brokerage Details
$800,607,631
26
2,282
$350,836
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
John Cartwright Work History
Purshe Kaplan Sterling Investments
Clg, LLC D/B/A Clg, Wealth Management
Cetera Investment Advisers LLC
Cetera Advisor Networks LLC
Disclosures
Please visit the SEC profile of John Cartwright to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Clg LLC
Long Beach, CA
Long Beach, CA
Long Beach, CA
Murrieta, CA
Torrance, CA
Long Beach, CA
Long Beach, CA
Murrieta, CA
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