Vance
Palmer
Cgi Wealth Advisors, Inc
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About this Advisor
Vance Palmer is a financial advisor who works in Malvern, Pennsylvania with a total of 2 years of industry experience. Palmer is currently employed by Cgi Wealth Advisors, Inc. During their career, Palmer has held roles at The Conestoga Group, Inc, Commonwealth Financial Network, Cgi Wealth Advisors, Inc and Cgi Plan Advisors, Inc. Palmer holds a Series 63 license, qualifying them as a securities representative, and can advise clients in Pennsylvania. Cgi Wealth Advisors, Inc is a financial advisory company operating out of Malvern, PA. It handles $90 million in assets among its 114 client accounts, placing it among the smaller investment advisory firms in the nation by assets under management. The business performs a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors largely vary depending on which services are offered. However, fees billed by Cgi Wealth Advisors, Inc most likely consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cgi Wealth Advisors, Inc Brokerage Details
$90,185,798
2
114
$791,103
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Vance Palmer Work History
Vance has been registered as a financial advisor for 2 years.*
Cgi Wealth Advisors, Inc
Cgi Plan Advisors, Inc
The Conestoga Group, Inc
Commonwealth Financial 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 Vance Palmer 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 Cgi Wealth Advisors, Inc
Malvern, PA
Malvern, PA
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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