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Douglas Alan Palmer

CGI PLAN ADVISORS, INC.·FRAZER, Pennsylvania
Clean recordCGI PLAN ADVISORS, INC.
601 SWEDESFORD RD,, FRAZER, PA 19355CRD# 5926438Firm CRD# 311275

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Douglas Alan Palmer · FRAZER, PA
Registration
CRD #5926438 · CGI PLAN ADVISORS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Douglas Alan Palmer is a registered financial advisor based in FRAZER, Pennsylvania, affiliated with CGI PLAN ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
CGI PLAN ADVISORS, INC.
CGI PLAN ADVISORS, INC.
AUM
$204M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at CGI PLAN ADVISORS, INC. →
Services
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5926438
Firm CRD# 311275
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Douglas Alan Palmer offer?
Douglas Alan Palmer specializes in Investment Management. Contact their office in FRAZER, Pennsylvania for a consultation.
What are Douglas Alan Palmer's credentials?
Douglas Alan Palmer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Douglas Alan Palmer located?
Douglas Alan Palmer is based in FRAZER, Pennsylvania, working with CGI PLAN ADVISORS, INC.. Their office serves clients in the FRAZER metropolitan area and surrounding communities.
How does Douglas Alan Palmer charge for services?
Douglas Alan Palmer'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 CGI PLAN ADVISORS, INC.?
CGI PLAN ADVISORS, INC. has approximately 2 employees and manages $204M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)BERWYN (136)WEST CONSHOHOCKEN (127)MALVERN (124)HARRISBURG (82)LANCASTER (80)
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Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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