David Carr
David Carr is a registered investment advisor at Cg Advisory Services, based in Longview, TX, with 38 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 17,945 clients with $4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CG Advisory Services offers investment management services through various model portfolios and managed accounts. The maximum advisory fee is 2.50% of assets under management, which includes both an advisor fee and an administrative fee. A minimum annual fee of $3,000 applies to households with less than $250,000 of managed assets. Clients may also be charged separate fees by third-party managers. CG Advisory Services also offers a hybrid fee structure combining a percentage of assets under management with a flat fee for specific services.
Location
406 Magrill St., Longview, TX, 75601
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is an insurance agent/owner selling fixed insurance, and also consults on real estate investments. He also assists with marketing for an IMO, focusing on training insurance agents on life insurance and fixed index annuities, and is involved in other ventures such as authoring a book and funding a youth empowerment project.
Employment History
Current Registrations
Cg Advisory Services
Previous Registrations
Questar Asset Management, INC.
Questar Capital CorporationBroker
Woodbury Financial Services, INC.Broker
PFS Investments INC.Broker
Pro-Integrity Securities, INC.Broker
Centaurus Financial, INC.Broker
PFS Investments INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.