Joanne
Deaton
Cg Advisory Services
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About this Advisor
Joanne Deaton is a financial advisor operating out of Richmond, Virginia with a total of 12 years of industry experience. Deaton is an advisor for Cg Advisory Services. Their career trajectory has included roles at Deaton Financial Consultants, Inc, Invest Financial Corporation, Cg Financial Services Of Virginia, LLC, Capital Asset Advisory Services, LLC and Wfg Investments, Inc. Deaton maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in North Carolina, Texas and Virginia. Cg Advisory Services is a registered investment business based in Haslett, MI. The investment advisory business has offices in 43 locations and a total of 80 financial advisors. It administers $3 billion in total assets among its 16,610 accounts, placing it among the largest firms in the nation by assets under management. Of its 16,610 client accounts, just 3% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Cg Advisory Services offers a broad assortment of services, including 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 typically vary depending on which services the firm provides the client. However, fee types 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
Joanne Deaton Work History
Joanne has been registered as a financial advisor for 12 years.*
Capital Asset Advisory Services, LLC
Cg Financial Services Of Virginia, LLC
Deaton Financial Consultants, Inc
Wfg Investments, Inc
Invest Financial Corporation
*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 Joanne Deaton 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
Williamston, MI
Haslett, MI
Haslett, MI
Charlotte, NC
Ann Arbor, MI
Munising, MI
Haslett, MI
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