Vance Palmer is a registered investment advisor at Cgi Plan Advisors, INC., based in Frazer, PA, with 45 years of industry experience. Vance 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
Swedesford Corporate Center, 601 Swedesford Road, Frazer, PA, 19355
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Vance is the sole shareholder of The Conestoga Group Inc., selling insurance, securities, and medical benefit products, taking about half of his time. He also owns other businesses including Subra Properities LLC and CGI Plan Advisors, Inc., and is a shareholder of CGI Wealth Advisors, Inc.
Employment History
Current Registrations
Cgi Wealth Advisors, INC.
Cgi Plan Advisors, INC.
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Fsc Securities CorporationBroker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations1 state
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