Vance Bradley Palmer
Professional Summary
Vance Bradley Palmer, who also goes by V Brad Palmer, Vance Brad Palmer, Brad Palmer, is a registered financial advisor currently at CGI PLAN ADVISORS, INC. located in Frazer, Pennsylvania and CGI WEALTH ADVISORS, INC. located in Frazer, Pennsylvania. Vance is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1980. Vance has worked at 6 firms and has passed the Series 63, SIE, Series 7, Series 1 and Series...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
V Brad Palmer, Vance Brad Palmer, Brad Palmer
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
xxxxx@xxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
46 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
CGI PLAN ADVISORS, INC.
Contact Information
Main Address
601 Swedesford Rd, Swedesford Corporate Center, Frazer, PA 19355Phone Number
(610) 854-1420# of Employees
2SEC notice filing (1 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
29AUM (Assets Under Management)
$261,006,787Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
CGI PLAN ADVISORS, INC.
State Registrations and Notice Filings
(2/9/2021)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 1 — Registered Representative Examination
Passed Apr 1980Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Vance Bradley Palmer's CRS (Customer Relationship Summary).
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