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Vance Bradley Palmer

CGI WEALTH ADVISORS, INC.·FRAZER, Pennsylvania
SIE, Series 1, Series 7, Series 24, Series 63Clean record15 years registeredCGI WEALTH ADVISORS, INC.
SWEDESFORD CORPORATE CENTER, FRAZER, PA 19355CRD# 708148Firm CRD# 311273

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Vance Bradley Palmer · FRAZER, PA
Registration
CRD #708148 · CGI WEALTH ADVISORS, INC. · 15 years registered
Brand Profile
Not yet started
01

Career History

CGI PLAN ADVISORS, INC.
Feb 2021 – present
CGI WEALTH ADVISORS, INC.
Feb 2021 – present
COMMONWEALTH FINANCIAL NETWORK
Sep 2010 – Dec 2020
FRAZER, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 1
Series 7
Series 24
Series 63
Registration record
First registered · September 9, 2010
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CGI WEALTH ADVISORS, INC.
CRD 311273 · SEC 801-119875
AUM
$99M
Regulatory assets under management
Employees
2
111 client accounts
Services offered by CGI WEALTH ADVISORS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CGI WEALTH ADVISORS, INC. →
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05

Frequently Asked Questions

What services does Vance Bradley Palmer offer?
Vance Bradley Palmer specializes in Financial Planning, Investment Management. Contact their office in FRAZER, Pennsylvania for a consultation.
What are Vance Bradley Palmer's credentials?
Vance Bradley Palmer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Vance Bradley Palmer located?
Vance Bradley Palmer is based in FRAZER, Pennsylvania, working with CGI WEALTH ADVISORS, INC.. Their office serves clients in the FRAZER metropolitan area and surrounding communities.
How does Vance Bradley Palmer charge for services?
Vance Bradley 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 WEALTH ADVISORS, INC.?
CGI WEALTH ADVISORS, INC. has approximately 2 employees and manages $99M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CGI WEALTH ADVISORS, INC.

Aaron John Harken
FRAZER, PA

More Advisors in FRAZER, Pennsylvania

Douglas Alan Palmer
CGI PLAN ADVISORS, INC.·FRAZER, PA

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Nearby cities in Pennsylvania
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Research
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