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Vance Bradley Palmer

CGI Wealth Advisors, Inc.

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About Vance Bradley Palmer

Vance Bradley Palmer is an Investment Advisor Representative at CGI Wealth Advisors, Inc. and CGI Plan Advisors, Inc. with over 38 years of experience in the financial industry. Vance has a history of working with both individual and institutional clients. Vance’s focus is on providing financial planning services, including investment management. Vance holds the Series 7, Series 24, and Series 63 licenses. Vance holds a special designation as a Certified Financial Planner™ (CFP®). Vance is based out of the Frazer, Pennsylvania office of CGI Wealth Advisors, Inc. and CGI Plan Advisors, Inc.

Firm Information

Vance Palmer is currently registered with CGI Wealth Advisors, Inc.. CGI Wealth Advisors, Inc. is a registered investment advisor located in Frazer, PA. The firm manages $109,869,467 in assets for 111 clients. CGI Wealth Advisors, Inc. provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, pension plans, and other investment advisors.
CGI Wealth Advisors, Inc.

SWEDESFORD CORPORATE CENTER

FRAZER, PA 19355

$109.87M

Assets Under Management

7

Total Clients

1

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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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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percentage of assets

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

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Vance Palmer’s Registration & Firm History

PA

02/09/2021 - Present

CGI Wealth Advisors, Inc. (FRAZER PA)

PA

05/01/2002 - 12/18/2020

COMMONWEALTH FINANCIAL NETWORK (FRAZER PA)

GA

11/02/1995 - 05/02/2002

FSC SECURITIES CORPORATION (ATLANTA GA)

NY

10/20/1980 - 11/30/1995

EQUICO SECURITIES, INC. (NEW YORK NY)

NY

05/05/1980 - 11/30/1995

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

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Licenses & Designations

BC

Issued 11/18/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/10/1997

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/20/1995

Series 7 - General Securities Representative Examination

BC

Issued 04/23/1980

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Vance Bradley Palmer.
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