Douglas Palmer
Douglas Palmer is a registered investment advisor at Cgi Plan Advisors, INC., based in Frazer, PA, with 13 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 28 clients with $210M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
601 Swedesford Rd,, Swedesford Corporate Center, Frazer, PA, 19355
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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
Douglas is a licensed agent for insurance product sales with The Conestoga Group, Inc. since 2015, dedicating minimal time to this activity.
Employment History
Current Registrations
Cgi Plan Advisors, INC.
Previous Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
PNC Investments
PNC InvestmentsBroker
Invesco Advisers, INC.
Invesco Distributors, 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.