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Vance Bradley Palmer

CGI WEALTH ADVISORS, INC.·FRAZER, Pennsylvania
Clean recordCGI 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

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

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CGI WEALTH ADVISORS, INC.
CGI WEALTH ADVISORS, INC.
AUM
$99M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at CGI WEALTH ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 708148
Firm CRD# 311273
View on FINRA BrokerCheck →

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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

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CGI PLAN ADVISORS, INC.·FRAZER, PA

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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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