Adam Patrick Lesperance

CFP · ChFC

25 Years of Experience

May Earn CommissionSells Insurance

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningBusiness OwnersHigh Net Worth

Cg Advisory Services

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

69 advisors

Number of Clients

17,945 clients

Average Client Portfolio

$224K average

Assets Under Management

$4.0B

Fee Structure

Minimum Investment:$5K

Minimum Annual Fee:$3,000

Location

148 E Grand River Ave., Williamston, MI, 48895

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Adam is an independent registered investment advisor and insurance agent, selling fixed life and annuity products. He also owns several businesses including a tax and accounting service, real estate holdings, and a tree farm.

Employment History

Current Registrations

Cg Advisory Services

September 2010 - Present · 15 yrs 5 mos

Previous Registrations

Geneos Wealth Management, INC.Broker

September 2017 - December 2018 · 1 yr 3 mos

Wfg Investments, INC.Broker

May 2015 - September 2017 · 2 yrs 4 mos

Invest Financial Corporation

January 2009 - February 2011 · 2 yrs 1 mo

Invest Financial CorporationBroker

January 2009 - May 2015 · 6 yrs 4 mos

Royal Alliance Associates, INC.Broker

October 2001 - January 2009 · 7 yrs 3 mos

Vestax Securities CorporationBroker

August 2000 - November 2001 · 1 yr 3 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.