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Brian Joseph Walker

10 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
26657 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
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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.

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Other Business Activities

Brian operates CG Financial Services as a DBA for his LPL business and as a registered investment advisor. He also provides administrative support to Capital Asset Advisory Services, another independent investment advisor firm, and CG Advisory Services. These activities take nearly full-time hours.

Employment History
Current Registrations
LPL Financial LLCBroker
April 2023 - Present · 2 yrs 10 mos
Cg Advisory Services
April 2016 - Present · 9 yrs 10 mos
Previous Registrations
Geneos Wealth Management, INC.Broker
September 2017 - April 2023 · 5 yrs 7 mos
Wfg Investments, INC.Broker
September 2015 - September 2017 · 2 yrs
State Registrations1 state
MI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.