Andrew
Finnegan
Cg Advisory Services
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About this Advisor
Andrew Finnegan is a financial advisor based in Wilmington, North Carolina, working with Cg Advisory Services. Andrew has previously held positions at Gordian Investment Solutions, LLC, Deal Labs, Merriman Capital, Inc, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America N.A, Click Ipo Securities LLC, Charles Schwab & Co., Inc, Charles Schwab Bank Ssb, Fidelity Investments, Cg Financial Services LLC, Capital Asset Advisory Services LLC, Lpl Financial LLC, Opportunity Network, Motif Investing, and Global Payments Heartland. Andrew has passed the Series 65, Series 63, and Series 66 regulatory exams and is registered to provide services in North Carolina. Currently, Andrew is part of Cg Advisory Services, which operates out of Wilmington, North Carolina. 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
Andrew Finnegan Work History
Capital Asset Advisory Services LLC
Lpl Financial LLC
Cg Financial Services LLC
Fidelity Investments
Click Ipo Securities LLC
Charles Schwab & Co., Inc
Charles Schwab Bank Ssb
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America N.A
Motif Investing
Opportunity Network
Global Payments Heartland
Merriman Capital, Inc
Gordian Investment Solutions, LLC
Deal Labs
Disclosures
Please visit the SEC profile of Andrew Finnegan 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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