Jeffrey
Kercorian
Cg Advisory Services
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About this Advisor
Jeffrey Kercorian is a financial advisor based in Troy, Michigan, working with Cg Advisory Services. Jeffrey has previously held positions at Wells Fargo Advisors Financial Network, LLC, Muriel Siebert & Co., Inc, Cg Advisory Services, Lineguard Investments, LLC, and Next Financial Group, Inc. Jeffrey has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Michigan. Currently, Jeffrey is part of Cg Advisory Services, which operates out of Troy, 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
Jeffrey Kercorian Work History
Cg Advisory Services
Muriel Siebert & Co., Inc
Wells Fargo Advisors Financial Network, LLC
Next Financial Group, Inc
Lineguard Investments, LLC
Disclosures
Please visit the SEC profile of Jeffrey Kercorian to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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