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Vance Bradley Palmer

Vice-President & CcoCgi Wealth Advisors, Inc.CRD 708148

About Vance Bradley Palmer

Vance Bradley Palmer is listed as Vice-President & Cco at Cgi Wealth Advisors, Inc. in Frazer, PA. Form ADV reports a beneficial ownership band of Over 75%. Vance Bradley Palmer is associated with 2 registered advisers.

Reported ownership

Owns Over 75% of Cgi Wealth Advisors, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Vance Bradley Palmer work?

Vance Bradley Palmer is listed as Vice-President & Cco at Cgi Wealth Advisors, Inc. on SEC Form ADV.

How much of Cgi Wealth Advisors, Inc. does Vance Bradley Palmer own?

Form ADV reports a beneficial ownership band of Over 75%.

Cgi Wealth Advisors, Inc.

TitleVice-President & Cco
OwnershipOver 75%
Control personYes
Since2023
View Cgi Wealth Advisors, Inc. →

Cgi Plan Advisors, Inc.

TitlePresident & Cco
OwnershipOver 75%
Control personYes
Since2020
View Cgi Plan Advisors, Inc. →