Douglas Alan Palmer

Employer firm

Cgi Plan Advisors, Inc. CRD 311275

$261M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Pension consulting
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2015 → Present
  The Conestoga Group, Inc
  Frazer, PA
• 09/2015 → 12/2020
  Commonwealth Financial Network
  Waltham, MA
• 12/2020 → Present
  Cgi Plan Advisors, Inc.
  Frazer, PA

Previous Registrations

• 2015-10-12 → 2020-12-18
  Commonwealth Financial Network
  Frazer, PA
• 2013-06-05 → 2015-09-08
  Pnc Wealth Management Llc
  Doylestown, PA
  Philadelphia, PA
  Hilton Head Island, SC
• 2013-02-01 → 2013-05-23
  Invesco Advisers, Inc.
  Atlanta, GA

Other Businesses

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

Exams

• S66 Uniform Combined State Law Examination
  2013-01-30

Other Names

• Douglas Palmer
• Doug Palmer
• Douglas Alan Palmer