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Inactive

Charles C Daugherty

Cg Advisory Services

Idaho Falls, ID

Williamston, MI

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Current Employers
Cg Advisory Services

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

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2025-06-10
  • ID RA
    APPROVED
    Since 2025-06-10

Branch Locations

2240 Saratoga Drive, Idaho Falls, ID 83404 • 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
Rigby High School Rigby ID 08/2013 09/2017
University Of Oregon Eugene OR 09/2017 12/2019
Church Service Mission Antananarivo 12/2019 01/2021
Melaleuca Rexburg ID 01/2021 03/2022
D.L. Evans Bank Ammon ID 03/2022 05/2023
Financial Advisor Intern Boise ID 05/2023 07/2023
Bringham Young University Rexburg ID 07/2023 07/2024
Cottonwood Capital Advisors Irving TX 07/2024 03/2025
Cg Advisory Services Williamston MI 06/2025 Present
Strategic Wealth Concepts Idaho Falls ID 06/2025 Present
  • 08/2013 → 09/2017
    Rigby High School
    Rigby, ID
  • 09/2017 → 12/2019
    University Of Oregon
    Eugene, OR
  • 12/2019 → 01/2021
    Church Service Mission
    Antananarivo
  • 01/2021 → 03/2022
    Melaleuca
    Rexburg, ID
  • 03/2022 → 05/2023
    D.L. Evans Bank
    Ammon, ID
  • 05/2023 → 07/2023
    Financial Advisor Intern
    Boise, ID
  • 07/2023 → 07/2024
    Bringham Young University
    Rexburg, ID
  • 07/2024 → 03/2025
    Cottonwood Capital Advisors
    Irving, TX
  • 06/2025 → Present
    Cg Advisory Services
    Williamston, MI
  • 06/2025 → Present
    Strategic Wealth Concepts
    Idaho Falls, ID
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-23
  • S65 Uniform Investment Adviser Law Examination
    2024-12-23
Other Names
  • Carson Daugherty

View on SEC IAPD

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Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Idaho Falls, ID
WELLS FARGO CLEARING SERVICES, LLC · Idaho Falls, ID
EDWARD JONES · IDAHO FALLS, ID
SENTINEL WEALTH STRATEGIES · IDAHO FALLS, ID
STRAIGHT LINE INVESTMENT GROUP, LLC · IDAHO FALLS, ID
VITALITY WEALTH · IDAHO FALLS, ID
LPL FINANCIAL LLC · IDAHO FALLS, ID
ARKADIOS WEALTH ADVISORS · Idaho Falls, ID

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