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Richard Gray Adams

CG Advisory Services

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About Richard Gray Adams

Richard Adams is a financial advisor with CG Advisory Services. Richard has been in the financial services industry since 2016 and holds Series 66, Series 7, and SIE licenses. Richard is a registered investment advisor in North Carolina. Richard is experienced in portfolio management for businesses and individuals, financial planning, pension consulting and selection of other advisors. Richard also provides educational seminars.

Firm Information

Richard Adams is currently registered with CG Advisory Services. CG Advisory Services is a financial advisory firm based in WILLIAMSTON, MI. They advise individuals, high-net-worth individuals, corporations, charitable organizations, pension plans, and corporations. The firm manages over $3.2 billion in assets. They offer financial planning, pension consulting, educational seminars, and selection of other advisers. They also offer portfolio management for businesses and individuals.
CG Advisory Services

148 E GRAND RIVER AVE.

WILLIAMSTON, MI 48895

$3.22B

Assets Under Management

Not reported

Total Clients

59

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Richard Adams’s Registration & Firm History

MI

09/14/2017 - Present

CG Advisory Services (WILLIAMSTON MI)

NC

09/14/2017 - 11/19/2018

GENEOS WEALTH MANAGEMENT, INC. (Charlotte NC)

NC

07/18/2016 - 09/20/2017

WFG INVESTMENTS, INC. (CHARLOTTE NC)

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Licenses & Designations

BOTH

Issued 10/04/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/18/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard Gray Adams.
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