Nicole
Kane

Cg Advisory Services

CRD#7527705
Investment Advisor
in Charlotte, NC

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About this Advisor

Nicole Kane is a financial advisor based in Charlotte, North Carolina, working with Cg Advisory Services. Nicole has previously held positions at Fidelity Investments, Clouds Brewery, Spenga, Pivot Lending Group, High Point University, Century Furniture, Cg Advisory Services, Shear Perfection, and Columbine High School. Nicole has passed the Series 65 regulatory exam and is registered to provide services in North Carolina. Currently, Nicole is part of Cg Advisory Services, which operates out of Charlotte, 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

Series 65

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

7422 Carmel Executive Park Suite 320
Charlotte, NC 28226

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Cg Advisory Services Brokerage Details

Total Assets Under Management

$3,215,431,631

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

130

NC Average: 21
Total Number of Accounts

17,241

NC Average: 1,586
Average Account Size

$186,499

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

Nicole Kane Work History

2022 - Present (2 years)

Cg Advisory Services

2021 - 2022 (1 year)

Fidelity Investments

2021 - 2021 (< 1 year)

Clouds Brewery

2021 - 2022 (1 year)

Spenga

2019 - 2020 (1 year)

Pivot Lending Group

2018 - 2021 (3 years)

High Point University

2018 - 2020 (2 years)

Century Furniture

2017 - 2021 (4 years)

High Point University

2015 - 2017 (2 years)

Shear Perfection

2012 - 2017 (5 years)

Columbine High School

Disclosures

Please visit the SEC profile of Nicole Kane 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

Ariel Reque
Marquette, MI
Brian Walker
Williamston, MI
Michael Rawls
Richmond, VA
Jennifer Behm
Ann Arbor, MI
David Carr
Longview, TX
Andrew Finnegan
Wilmington, NC
Allison Muether
Ann Arbor, MI
Connor Gaffney
Ann Arbor, MI

The content in this profile was updated by SmartAsset on 6/19/2024. 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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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.

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