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Daniel Eugene Garwood

CBG & COMPANY, INC.·FISHERS, Indiana
Series 6, Series 63, Series 65Clean record17 years registeredCBG & COMPANY, INC.
14074 TRADE CENTER DRIVE, FISHERS, IN 46038CRD# 2894041Firm CRD# 149225

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Eugene Garwood · FISHERS, IN
Registration
CRD #2894041 · CBG & COMPANY, INC. · 17 years registered
Brand Profile
Not yet started
01

Career History

CBG & COMPANY, INC.
Mar 2009 – present
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 63
Series 65
Registration record
First registered · March 17, 2009
Years registered · 17
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CBG & COMPANY, INC.
CRD 149225 · SEC 801-112354
AUM
$220M
Regulatory assets under management
Employees
9
517 client accounts
Services offered by CBG & COMPANY, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CBG & COMPANY, INC. →
Introduction

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05

Frequently Asked Questions

What services does Daniel Eugene Garwood offer?
Daniel Eugene Garwood specializes in Financial Planning, Investment Management. Contact their office in FISHERS, Indiana for a consultation.
What are Daniel Eugene Garwood's credentials?
Daniel Eugene Garwood is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Eugene Garwood located?
Daniel Eugene Garwood is based in FISHERS, Indiana, working with CBG & COMPANY, INC.. Their office serves clients in the FISHERS metropolitan area and surrounding communities.
How does Daniel Eugene Garwood charge for services?
Daniel Eugene Garwood's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CBG & COMPANY, INC.?
CBG & COMPANY, INC. has approximately 9 employees and manages $220M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CBG & COMPANY, INC.

James Edward Clark
FISHERS, IN
Nicholas David Catlin
FISHERS, IN
Roy Craig Bodinus
FISHERS, IN

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