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Jeffrey Kent Giguere

CAPITAL DESIGN ASSOCIATES GROUP, LLC·GREENVILLE, South Carolina
Series 65Clean record16 years registeredCAPITAL DESIGN ASSOCIATES GROUP, LLC
619 HALTON ROAD, GREENVILLE, SC 29607CRD# 5700633Firm CRD# 151838

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Kent Giguere · GREENVILLE, SC
Registration
CRD #5700633 · CAPITAL DESIGN ASSOCIATES GROUP, LLC · 16 years registered
Brand Profile
Not yet started
01

Career History

BEACON POINTE ADVISORS, LLC
Feb 2021 – present
CDA GROUP
Mar 2010 – Mar 2021
GREENVILLE, SC
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · March 15, 2010
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CAPITAL DESIGN ASSOCIATES GROUP, LLC
CRD 151838 · SEC 801-70794
AUM
$481M
Regulatory assets under management
Employees
3
1,000 client accounts
Services offered by CAPITAL DESIGN ASSOCIATES GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CAPITAL DESIGN ASSOCIATES GROUP, LLC →
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05

Frequently Asked Questions

What services does Jeffrey Kent Giguere offer?
Jeffrey Kent Giguere specializes in Financial Planning, Investment Management. Contact their office in GREENVILLE, South Carolina for a consultation.
What are Jeffrey Kent Giguere's credentials?
Jeffrey Kent Giguere is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Kent Giguere located?
Jeffrey Kent Giguere is based in GREENVILLE, South Carolina, working with CAPITAL DESIGN ASSOCIATES GROUP, LLC. Their office serves clients in the GREENVILLE metropolitan area and surrounding communities.
How does Jeffrey Kent Giguere charge for services?
Jeffrey Kent Giguere'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 CAPITAL DESIGN ASSOCIATES GROUP, LLC?
CAPITAL DESIGN ASSOCIATES GROUP, LLC has approximately 3 employees and manages $481M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CAPITAL DESIGN ASSOCIATES GROUP, LLC

Donald Lawrence Reichert
GREENVILLE, SC
ChFC
Joseph David Schofield
GREENVILLE, SC

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Nearby cities in South Carolina
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Research
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