Richard Adams, financial advisor Haslett MI

Richard Adams

CRD Number: 6489315
Current Firm: Cg Advisory Services

Richard Adams (CRD# 6489315) is an Investment Advisor Representative working at Cg Advisory Services in Haslett, MI and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Geneos Wealth Management Charlotte, NC May 2018 - Current 5
Cg Financial Services Of North Carolina Charlotte, NC May 2018 - Current 5
Capital Asset Advisory Services LLC Charlotte, NC May 2018 - Current 5
Geneos Wealth Management Charlotte, NC Sep 2017 - May 2018 < 1
Capital Asset Advisory Services Haslett, MI Sep 2017 - May 2018 < 1
Cg Financial Services Charlotte, NC Apr 2015 - May 2018 3
Wfg Investments, Inc. Charlotte, NC Jun 2016 - Sep 2017 1
Sports Fanatic Mooresville, NC Aug 2013 - May 2015 1
University Of North Carolina At Charlotte Charlotte, NC Oct 2012 - May 2015 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2016
Contact Info for Richard G. Adams
Phone Number: 517-339-7662
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    2,698
    MILLIONS
  • Total Number of Accounts
    16,610
    ACCOUNTS
  • Average Account Value
    $162,460
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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