CG Advisor Network
Company

CG Advisor Network

Financial Services Williamston, Michigan, United States 3 employees
Employees
3
Contacts
3
Emails
3
Phones
2

CG Advisor Network Overview

Headquarters
Williamston, Michigan, United States
Industry
Financial Services
Employees
3
Founded
2005
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About CG Advisor Network

CG Advisor Network empowers independent advisors to focus on their clients and building their business by combining choice and control to enable true independence. We offer a multi-custodial approach and truly open architecture platform with the comprehensive investment solutions, back-office support, and business-building resources advisors need to remain highly competitive. Built by advisors for advisors, the team at CGAN deeply understands the nuances and complexities of the independent business models we support, enabling your peace of mind with transitioning your business, ongoing client service, entrepreneurial efforts and business growth. We help: Established RIAs looking for a strategic partner Independent Broker-Dealers looking for customizable portfolios Breakaway advisors seeking independence Advisors seeking an exit on their terms CGAN was born from the pursuit of true independence, founded in 2005 by financial advisors working in captive mega-firm models. Taking stock of the wealth management space, CGAN founders realized that, just like they were, many advisors were looking to run their practices independently, but needed the platform and back-office support that would enable them to hang their own shingle. Since CGAN’s inception, our experienced professionals have worked relentlessly to support our network of 74 independent advisors managing more than $3 billion in AUM. #FinancialAdvisor #FinancialAdvisors #Fintech #FintechNews #WealthManagement #IndependentAdvisor #RIA #RIAGrowth #BrokerDealer #AdvisorSolutions Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Capital Asset Advisory Services, LLC. dba CG Advisory Services, a registered investment advisor. Capital Asset Advisory Services, LLC., CG Advisory Services, and CG Advisor Network are separate entities from LPL Financial.

CG Advisor Network Contact Details

People in AeroLeads
3
With contact data
3
Email contacts
3
100.0% coverage
Phone contacts
2
66.7% coverage

CG Advisor Network Org Chart

Sample employees and titles
Name Title Contact
Joshua P. Smith Financial Representative
Email Phone
Oliver Gooden, Cfa CIO
Email Phone
Ashley Musselman, Ricp® Relationship Manager at Cg Advisor
Email

Employees by Management Level

Executive 1 profile
Manager 1 profile
Individual contributor 1 profile

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