Mark
Parker
Cg Advisory Services
Answer a few questions and
get matched with an advisor.
About this Advisor
Mark Parker is a financial advisor who works out of Midland, Michigan with a total of 13 years of relevant experience. Parker currently works for Cg Advisory Services. During their career, the advisor has held roles at Capital Asset Advisory Services, LLC, Cg Financial Services, Invest Financial Corp, Wfg Investments, Inc and Geneos Wealth Management Inc. Parker has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in Michigan. Cg Advisory Services is an advisory firm that has its headquarters in Haslett, MI. The firm has offices in 43 locations and a total of 80 people on staff. It administers $3 billion in total assets among its 16,610 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. Of its 16,610 accounts, just 3% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The company offers a number of services, including 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 fees are based on which services the firm provides the client. However, fee types charged by Cg Advisory Services most likely include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Mark Parker Work History
Mark has been registered as a financial advisor for 13 years.*
Geneos Wealth Management Inc
Cg Financial Services
Capital Asset Advisory Services, LLC
Wfg Investments, Inc
Invest Financial Corp
*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 Mark Parker 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
Ann Arbor, MI
Munising, MI
Haslett, MI
Williamston, MI
Charlotte, NC
Haslett, MI
Charlotte, NC
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
