Andrew
Finnegan
Cg Advisory Services
Answer a few questions and
get matched with an advisor.
About this Advisor
Andrew Finnegan is a financial advisor based out of Wilmington, North Carolina. Finnegan is currently employed by Cg Advisory Services. Over the course of their career, Finnegan has held roles at Adf Capital Management, LLC, Gordian Investment Solutions, LLC, Deal Labs, Merriman Capital, Inc, Merrill Lynch, Pierce, Fenner & Smith Inc, Global Payments Heartland, Bank Of America N.A, Click Ipo Securities LLC, Charles Schwab & Co., Inc, Charles Schwab Bank Ssb, Fidelity Investments, Cg Financial Services LLC, Opportunity Network and Motif Investing. Finnegan holds Series 65, Series 63 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in North Carolina. Cg Advisory Services is a firm that has its headquarters in Haslett, MI. The investment advisory business has offices in 43 locations and a total of 80 people on staff. It oversees $3 billion in assets between its 16,610 client accounts, making it one of the largest firms in the country by assets under management. Of its 16,610 customer accounts, just 3% are held by high-net-worth clients who have greater than $1 million in investable assets. Cg Advisory Services performs a wide array 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. Financial advisory fee schedules largely are based on which services the firm provides the client. However, fee types billed by Cg Advisory Services likely are comprised of some blend of 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
Andrew Finnegan Work History
Andrew has been registered as a financial advisor for 0 years.*
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
Global Payments Heartland
Opportunity Network
Merriman Capital, Inc
Gordian Investment Solutions, LLC
Deal Labs
Adf Capital Management, LLC
*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 Andrew Finnegan 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
Haslett, MI
Haslett, MI
Charlotte, NC
Williamston, MI
Haslett, MI
Williamston, MI
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.
