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Douglas Alan Palmer

Cgi Plan Advisors, Inc.

Frazer, PA

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Current Employers
Cgi Plan Advisors, Inc.

601 Swedesford Rd, Swedesford Corporate Center, Frazer, PA 19355 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-02-16
  • PA RA
    APPROVED
    Since 2021-02-16

Branch Locations

601 Swedesford Rd, Swedesford Corporate Center, Frazer, PA 19355 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Conestoga Group, Inc Frazer PA 09/2015 Present
Commonwealth Financial Network Waltham MA 09/2015 12/2020
Cgi Plan Advisors, Inc. Frazer PA 12/2020 Present
Previous Registrations
Other Businesses

The Conestoga Group, Inc., Frazer, PA, licensed agent for insurance products sales since 2015. Less than an hour per month.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-01-30
  • S66 Uniform Combined State Law Examination
    2013-01-30
Other Names
  • Douglas Palmer
  • Doug Palmer
  • Douglas Alan Palmer

View on SEC IAPD

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