Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colby? Claim Your ProfileColby Smith is a registered investment advisor representative with CG Advisory Services located in Williamston, MI. Colby has been in the financial industry since 2024. Colby holds the Series 65 license and has passed the Uniform Investment Adviser Law Examination. Colby has experience working with clients such as individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. CG Advisory Services provides portfolio management, financial planning, pension consulting, and educational seminars to clients.
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
10/31/2024 - Present
CG Advisory Services (WILLIAMSTON MI)
Active
Inactive
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