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Lekshmi Rajaram

Cg Advisory Services

Charlotte, NC

Williamston, MI

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Current Employers
Cg Advisory Services

148 E Grand River Ave., Williamston, MI 48895 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-04-02
  • NC RA
    APPROVED
    Since 2025-04-02

Branch Locations

1927 S Tryon St Suite 196, Charlotte, NC 28203 • United States

148 E Grand River Ave., Williamston, MI 48895 • 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
Ubs Financial Services Inc Charlotte NC 06/2016 09/2018
Wells Fargo Securities, Llc Charlotte NC 09/2018 08/2021
Lpl Financial Llc Fort Mill SC 09/2021 01/2022
Lpl Financial Llc Charlotte NC 01/2022 Present
Independent Advisor Alliance, Llc Charlotte NC 01/2022 02/2024
Cg Financial Services Charlotte NC 03/2024 Present
  • 06/2016 → 09/2018
    Ubs Financial Services Inc
    Charlotte, NC
  • 09/2018 → 08/2021
    Wells Fargo Securities, Llc
    Charlotte, NC
  • 09/2021 → 01/2022
    Lpl Financial Llc
    Fort Mill, SC
  • 01/2022 → Present
    Lpl Financial Llc
    Charlotte, NC
  • 01/2022 → 02/2024
    Independent Advisor Alliance, Llc
    Charlotte, NC
  • 03/2024 → Present
    Cg Financial Services
    Charlotte, NC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-25
S66 Uniform Combined State Law Examination 2016-09-02
  • S65 Uniform Investment Adviser Law Examination
    2025-03-25
  • S66 Uniform Combined State Law Examination
    2016-09-02
Other Names
  • Lekshmi Rajaram

View on SEC IAPD

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PHILIP REESE BAILEY
MICHELE V STUTTS
BRANDON RICHARD PHILLIPS
BERT DEEMS MAY
LEILA TARATUS EVANS
Lindie Rheeder
Emily Ruth Johnson

Other Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
TLG ADVISORS, INC. · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC

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