CW
CFP · ChFC
CW
CFP · ChFC

Christian Dean Whitehead

15 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

Christian operates CG Financial Services as a DBA for his LPL business and as a registered investment advisor DBA. He also provides investment advisory services through Capital Asset Advisory Services, LLC, dedicating about a quarter of his time to these activities.

Employment History
Current Registrations
LPL Financial LLCBroker
April 2023 - Present · 2 yrs 10 mos
Cg Advisory Services
October 2011 - Present · 14 yrs 4 mos
Previous Registrations
Geneos Wealth Management, INC.Broker
August 2017 - April 2023 · 5 yrs 8 mos
Wfg Investments, INC.Broker
March 2015 - August 2017 · 2 yrs 5 mos
Invest Financial CorporationBroker
November 2010 - March 2015 · 4 yrs 4 mos
State Registrations24 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Christian Dean Whitehead - Financial Advisor | TrueAdvisor