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Douglas Alan Palmer

CGI PLAN ADVISORS, INC.·FRAZER, Pennsylvania
SIE, Series 6, Series 7, Series 66Clean record13 years registeredCGI 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. · 13 years registered
Brand Profile
Not yet started
01

Career History

CGI PLAN ADVISORS, INC.
Feb 2021 – present
COMMONWEALTH FINANCIAL NETWORK
Oct 2015 – Dec 2020
FRAZER, PA
PNC INVESTMENTS
Jun 2013 – Sep 2015
PHILADELPHIA, PA
INVESCO ADVISERS, INC.
Feb 2013 – May 2013
ATLANTA, GA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 66
Registration record
First registered · February 1, 2013
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CGI PLAN ADVISORS, INC.
CRD 311275 · SEC 801-119874
AUM
$204M
Regulatory assets under management
Employees
2
28 client accounts
Services offered by CGI PLAN ADVISORS, INC.
Per Form ADV
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
Nonprofits & Foundations
View all advisors at CGI PLAN ADVISORS, INC. →
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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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