Adam
Lesperance
Cg Advisory Services
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About this Advisor
Adam Lesperance is a financial advisor based in Williamston, Michigan, working with Cg Advisory Services. Adam has previously held positions at Capital Asset Advisory Services, LLC, Invest Financial Corp, Wfg Investments, Inc, Geneos Wealth Management Inc, and Cg Financial Services, LLC. Adam has passed the Series 63 regulatory exam and is registered to provide services in Michigan. Currently, Adam is part of Cg Advisory Services, which operates out of Williamston, Michigan. The firm has 25 offices and 130 employees. The firm manages assets totaling $3.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cg Advisory Services includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cg Advisory Services Brokerage Details
$3,215,431,631
130
17,241
$186,499
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Adam Lesperance Work History
Cg Financial Services, LLC
Capital Asset Advisory Services, LLC
Geneos Wealth Managment Inc
Wfg Investments, Inc
Invest Financial Corp
Disclosures
Please visit the SEC profile of Adam Lesperance 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 Cg Advisory Services
Marquette, MI
Williamston, MI
Wilmington, NC
Richmond, VA
Longview, TX
Williamston, MI
Ann Arbor, MI
Ann Arbor, MI
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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