Vance Bradley Palmer

Employer firm

Cgi Wealth Advisors, Inc. CRD 311273

$129M regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 09/1986 → Present
  The Conestoga Group, Inc.
  Frazer, PA
• 04/2002 → 01/2021
  Commonwealth Financial Network
  Waltham, MA
• 12/2020 → Present
  Cgi Wealth Advisors, Inc.
  Frazer, PA
• 12/2020 → Present
  Cgi Plan Advisors, Inc.
  Frazer, PA

Previous Registrations

• 2010-09-09 → 2020-12-18
  Commonwealth Financial Network
  Frazer, PA

Other Businesses

1. THE CONESTOGA GROUP INC, C-CORPORATION SETUP TO SELL FIXED INSURANCE PRODUCT AND GROUP INSURANCE, SECURITIES AND MEDICAL BENEFIT PRODUCTS AND TO PROVIDE BENEFIT ADMINISTRATION, SOLE SHAREHOLDER; STARTED 1986; INVESTMENT RELATED AND CONDUCTED FROM BRANCH LOCATION AT 601 SWEDESFORD RD FRAZER PA 19355; 75-100 HOURS PER MONTH BETWEEN THE HOURS OF 7:00AM AND 7:00PM 2. THE CONESTOGA GROUP, INC. - TRUSTEE OF COMPANY'S 401K PLAN, INVESTMENT RELATED AND CONDUCTED FROM SAME (ONLY) BRANCH LOCATION; LESS THAN 1 HOUR PER MONTH BETWEEN THE HOURS OF 7:00AM AND 7:00PM 3. SUBRA PROPERITIES LLC, TO OWN AND MANAGE OFFICE BUILDING LOCATED AT 601 SWEDESFORD ROAD, FRAZER, PA, AS 51% SHAREHOLDER, NON-INVESTMENT RELATED, NO EMPLOYEES AND CONDUCTED FROM SAME BRANCH LOCATION; 1-2 HOURS PER MONTH BETWEEN THE HOURS OF 7:00AM AND 7:00PM 4. CGI WEALTH ADVISORS, INC. A C-CORPORATION SETUP TO SELL SECURITY PRODUCTS AND FINANCIAL PLANNING TO INDIVIDUALS ON A FEE ONLY ADVISER BASIS; 15% SHAREHOLDER; SALES & SERVICE; COMPLIANCE OFFICER; STARTED 12/2020; 2-5 HOURS PER MONTH BETWEEN THE HOURS OF 7:00AM AND 7:00PM; FROM SAME BRANCH LOCATION 5. CGI PLAN ADVISORS, INC. A C-CORPORATION SETUP TO SERVE AS 3(21) AND POSSIBLY 3(38) ADVISER TO QUALIFIED PLAN CLIENTS; SOLE OWNER; SALES & SERVICE; COMPLIANCE OFFICER; STARTED 12/2020; 75-100 HOURS PER MONTH BETWEEN THE HOURS OF 7:00AM AND 7:00PM; FROM SAME BRANCH LOCATION

Exams

• S63 Uniform Securities Agent State Law Examination
  1983-11-18

Other Names

• Vance Brad Palmer
• V Brad Palmer
• Vance Bradley Palmer
• Brad Palmer