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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Lesperance is a financial advisor with CG Advisory Services in WILLIAMSTON, MI. Adam has been in the industry since 2000 and has a wide range of experience in providing financial advice to individuals, businesses and charitable organizations. Adam is a Certified Financial Planner and a Chartered Financial Consultant. Adam has worked for several firms in the past, including GENEOS WEALTH MANAGEMENT, INC., WFG INVESTMENTS, INC., and INVEST FINANCIAL CORPORATION. Adam is currently registered with the state of Michigan.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MI
09/24/2010 - Present
CG Advisory Services (WILLIAMSTON MI)
MI
09/07/2017 - 12/17/2018
GENEOS WEALTH MANAGEMENT, INC. (Haslett MI)
MI
05/15/2015 - 09/11/2017
WFG INVESTMENTS, INC. (CARO MI)
MI
01/26/2009 - 05/18/2015
INVEST FINANCIAL CORPORATION (HASLETT MI)
MI
10/30/2001 - 01/29/2009
ROYAL ALLIANCE ASSOCIATES, INC. (HASLETT MI)
OH
08/11/2000 - 11/13/2001
VESTAX SECURITIES CORPORATION (HUDSON OH)
BC
Issued 08/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2012
Series 7 - General Securities Representative Examination
BC
Issued 08/10/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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