Josiah
Whitten

Cg Advisory Services

CRD#6357031
Investment Advisor
in Hampstead, NC

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About this Advisor

Josiah Whitten is a financial advisor based in Hampstead, North Carolina who has 3 years of relevant experience. Whitten is an advisor for Cg Advisory Services. Over the course of their career, Whitten has held roles at Principal Life Insurance Company, Princor Financial Services Corporation, Dish Network, The Pc And Mac Help Centers, Mass Mutual Life Insurance Company, Mml Investors Services, Capital Asset Advisory Services, LLC and Whitten Wealth Management, LLC. Whitten holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in North Carolina. Cg Advisory Services is a firm that has its headquarters in Haslett, MI. The firm has offices in 43 locations and a total of 80 financial advisors. It handles $3 billion in total assets among 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 more than $1 million in assets available to invest. The company performs a wide range 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. A financial advisor's fees largely depend on the services offered. However, fee types billed by Cg Advisory Services can include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

233-A Merchants Cir Suite 205
Hampstead, NC 28443

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Cg Advisory Services Brokerage Details

Total Assets Under Management

$2,698,457,681

NC Average: $943,424,332
Total Number of Employees

80

NC Average: 21
Total Number of Accounts

16,610

NC Average: 1,586
Average Account Size

$162,460

NC Average: $594,845

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

Josiah Whitten Work History

Josiah has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Capital Asset Advisory Services, LLC

2020 - Present (4 years)

Whitten Wealth Management, LLC

2016 - Present (8 years)

Mass Mutual Life Insurance Company

2016 - 2020 (4 years)

Mml Investors Services

2014 - 2016 (2 years)

Principal Life Insurance Company

2014 - 2016 (2 years)

Princor Financial Services Corporation

2013 - 2013 (< 1 year)

The Pc And Mac Help Centers

2010 - 2014 (4 years)

Dish Network

*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 Josiah Whitten 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

Nathaniel Robinson
Haslett, MI
Jeremy Donaldson
Haslett, MI
Elijah Richardson
Williamston, MI
Wyatt Smith
Haslett, MI
Emily Haberkern
Ann Arbor, MI
Richard Adams
Charlotte, NC
Anthony Bagneschi
Williamston, MI
Nicole Kane
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.

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