Vance Bradley Palmer
President & CcoCgi Plan Advisors, Inc.CRD 708148
About Vance Bradley Palmer
Vance Bradley Palmer is listed as President & Cco at Cgi Plan Advisors, Inc. in Frazer, PA. Form ADV reports a beneficial ownership band of Over 75%. Vance Bradley Palmer is associated with 2 registered advisers.
Reported ownership
Owns Over 75% of Cgi Plan Advisors, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Vance Bradley Palmer work?
Vance Bradley Palmer is listed as President & Cco at Cgi Plan Advisors, Inc. on SEC Form ADV.
How much of Cgi Plan Advisors, Inc. does Vance Bradley Palmer own?
Form ADV reports a beneficial ownership band of Over 75%.
Cgi Plan Advisors, Inc.
| Title | President & Cco |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2020 |
Cgi Wealth Advisors, Inc.
| Title | Vice-President & Cco |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2023 |