John
Evangelista
Cg Advisory Services
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About this Advisor
John Evangelista is a financial advisor based in Ann Arbor, Michigan, working with Cg Advisory Services. John has previously held positions at Executive Wealth Management, Invest Financial Corporation, Evangelista & Associates, Inc, Capital Asset Advisory Services, LLC, Wfg Investments, Inc, and Geneos Wealth Management Inc. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Michigan. Currently, John is part of Cg Advisory Services, which operates out of Ann Arbor, 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
John Evangelista Work History
Geneos Wealth Managment Inc
Capital Asset Advisory Services, LLC
Evangelista & Associates, Inc
Wfg Investments, Inc
Invest Financial Corportation
Executive Wealth Management
Disclosures
Please visit the SEC profile of John Evangelista 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
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Williamston, MI
Ann Arbor, MI
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Richmond, VA
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