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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christian? Claim Your ProfileChristian Whitehead is a financial advisor with CG Advisory Services in WILLIAMSTON, MI. Christian has been in the industry since 2010. Christian Whitehead is a registered representative of LPL Financial LLC. Christian Whitehead is also a registered investment advisor representative of Capital Asset Advisory Services, LLC, an independent investment advisor firm. Christian specializes in financial planning, portfolio management for individuals and businesses, and pension consulting.
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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2
MI
10/06/2011 - Present
CG Advisory Services (WILLIAMSTON MI)
MI
08/18/2017 - 04/27/2023
GENEOS WEALTH MANAGEMENT, INC. (Williamston MI)
MI
03/20/2015 - 08/21/2017
WFG INVESTMENTS, INC. (WILLIAMSTON MI)
MI
11/11/2010 - 03/20/2015
INVEST FINANCIAL CORPORATION (MIDLAND MI)
BOTH
Issued 10/03/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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