Ashley
Musselman
Cg Advisory Services
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About this Advisor
Ashley Musselman is a financial advisor working out of Munising, Michigan with 1 year of relevant experience. Musselman is an advisor for Cg Advisory Services. Musselman has gained experience at Jpmorgan Chase Bank, J.P. Morgan Securities LLC, Buffalo Wild Wings, Commonwealth Financial Network, Lpl Financial LLC and Capital Asset Advisory Services - Dba Cg Financial Services. Musselman has Series 63 and Series 66 licenses, certifying them as a securities representative, and is able to serve investors in Michigan. Cg Advisory Services is a registered investment business based in Haslett, MI. The investment advisory business has offices in 43 locations and a total of 80 advisors. It administers $3 billion in assets under management among its 16,610 customer accounts, making it one of the biggest firms in the United States by assets under management. Of its 16,610 client accounts, just 3% are held by high-net-worth clients who have more than $1 million in assets. Cg Advisory Services offers a number of services, such as 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. A financial advisor's fee schedules usually vary depending on which services are offered. However, fees billed by Cg Advisory Services most likely consist of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cg Advisory Services Brokerage Details
$2,698,457,681
80
16,610
$162,460
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
Ashley Musselman Work History
Ashley has been registered as a financial advisor for 1 years.*
Capital Asset Advisory Services - Dba Cg Financial Services
Lpl Financial LLC
Commonwealth Financial Network
Buffalo Wild Wings
J.P. Morgan Securities LLC
J.P. Morgan Securities LLC
Jpmorgan Chase Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ashley Musselman 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
Haslett, MI
Williamston, MI
Haslett, MI
Charlotte, NC
Haslett, MI
Haslett, MI
Ann Arbor, MI
Haslett, MI
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