Unclaimed Profile

Roy Craig Bodinus

CBG & COMPANY, INC.·FISHERS, Indiana

Series 65Clean record25 years registeredCBG & COMPANY, INC.

14074 TRADE CENTER DRIVE, FISHERS, IN 46038CRD# 4543804Firm CRD# 149225

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Roy Craig Bodinus · FISHERS, IN

Registration

CRD #4543804 · CBG & COMPANY, INC. · 25 years registered

Brand Profile

Not yet started

Career History

CBG & COMPANY, INC.

Jan 2009 – present

NORTHWEST ADVISORY GROUP, INC.

Feb 2007 – Nov 2010

INDIANAPOLIS, IN

HUFFORD FINANCIAL ADVISORS, LLC

Jul 2001 – Mar 2007

INDIANAPOLIS, IN

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · July 19, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CBG & COMPANY, INC.

CRD 149225 · SEC 801-112354

AUM

$220M

Regulatory assets under management

Employees

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

Speak with Roy

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Roy is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in FISHERS?

Browse all registered financial advisors in FISHERS, Indiana or claim this profile if it's yours.

Browse FISHERS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Roy Craig Bodinus offer?

Roy Craig Bodinus specializes in Financial Planning, Investment Management. Contact their office in FISHERS, Indiana for a consultation.

What are Roy Craig Bodinus's credentials?

Roy Craig Bodinus is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Roy Craig Bodinus located?

Roy Craig Bodinus is based in FISHERS, Indiana, working with CBG & COMPANY, INC.. Their office serves clients in the FISHERS metropolitan area and surrounding communities.

How does Roy Craig Bodinus charge for services?

Roy Craig Bodinus'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →