David
Robinson
Cg Advisory Services
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About this Advisor
David Robinson is a certified financial planner working in Richmond, Virginia who has 13 years of relevant experience. Robinson is currently employed by Cg Advisory Services. Robinson has gained experience at Invest Financial Corp, Capital Asset Advisory Services, LLC, Wfg Investments, Inc, Cg Financial Services, Geneos Wealth Management Inc, Cg Financial Services Of Virginia, LLC and Dfc Investment And Retirement Strategies. Robinson holds a Series 63 license, designating them as a securities agent, and is approved to work in Alabama, California, Florida, Maine, Maryland, Massachusetts, Michigan, North Carolina, Texas and Virginia. Cg Advisory Services is an advisory business operating out of Haslett, MI. It has offices in 43 locations and a total of 80 advisors. It controls $3 billion in assets under management among its 16,610 customer accounts, placing it among the biggest firms in the country by assets under management. Of its 16,610 client accounts, just 3% are held by high-net-worth individuals who have more than $1 million in investable assets. Cg Advisory Services provides a number 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 fees usually vary depending on the type of financial services. Fees billed by Cg Advisory Services likely include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
David Robinson Work History
David has been registered as a financial advisor for 13 years.*
Cg Financial Services
Geneos Wealth Management Inc
Capital Asset Advisory Services, LLC
Wfg Investments, Inc
Dfc Investment And Retirement Strategies
Cg Financial Services Of Virginia, LLC
Invest Financial Corp
*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 David Robinson 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
Munising, MI
Haslett, MI
Traverse City, MI
Haslett, MI
Ann Arbor, MI
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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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.
