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CFP
CC
CFP

Cassidy Carr

Cg Advisory Services
4 Years of Experience
May Earn Commission
View SEC Summary
View SEC Summary
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

406 Magrill St, Longview, TX, 75601

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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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Employment History
Current Registrations
Cg Advisory Services
April 2021 - Present · 4 yrs 10 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Cassidy Carr - Financial Advisor | TrueAdvisor