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Elijah J Richardson

Cg Advisory Services

Williamston, MI

Williamston, MI

CRD 7390896

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Employer firm

Cg Advisory Services CRD 110929

$4.64B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Cg Advisory Services

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2022-11-28
  • MI RA
    APPROVED
    Since 2022-11-28

Branch Locations

148 East Grand River Ave., Williamston, MI 48895 • 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
Williamston High School Williamston MI 08/2012 05/2018
Michigan State University East Lansing MI 06/2018 05/2022
Jackson National East Lansing MI 05/2019 04/2021
Cg Financial Services Williamston MI 05/2021 06/2022
Cg Advisory Services Dba Cg Financial Williamston MI 06/2022 Present
  • 08/2012 → 05/2018
    Williamston High School
    Williamston, MI
  • 06/2018 → 05/2022
    Michigan State University
    East Lansing, MI
  • 05/2019 → 04/2021
    Jackson National
    East Lansing, MI
  • 05/2021 → 06/2022
    Cg Financial Services
    Williamston, MI
  • 06/2022 → Present
    Cg Advisory Services Dba Cg Financial
    Williamston, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-11-28
  • S65 Uniform Investment Adviser Law Examination
    2022-11-28

View on SEC IAPD

Nearby Firms

EVERGREEN WEALTH MANAGEMENT, LLC
EDWARD JONES
PRINCIPAL SECURITIES, INC.

Nearby Investors

JEFFREY DALE GORSLINE
ANDREW JONATHAN NUTTER
MICHAEL DUANE GORSLINE

Nearby Offices

EVERGREEN WEALTH MANAGEMENT, LLC · WILLIAMSTON, MI
EDWARD JONES · WILLIAMSTON, MI
CG ADVISORY SERVICES · WILLIAMSTON, MI

More in Williamston, MI

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