DC

David Leland Carr

38 Years of Experience

Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
69 advisors
Number of Clients
17,945 clients
Average Client Portfolio
$224K average
Assets Under Management
$4.0B

Fee Structure

Minimum Investment:$5K
Financial Planning:Included in AUM fee
Minimum Annual Fee:$3,000
Financial Plan Fee:$400 - $5,000
Hourly Rate:Up to $300/hr

CG Advisory Services charges fees based on a flat annual fee, a fixed fee, or a percentage of assets under management, with a maximum of 2.50% (Adviser Fee + CGAS Administrative fee). There is a minimum annual fee of $3,000 for households with less than $250,000 of adviser-managed assets, which is negotiable. They also offer a hybrid fee structure combining AUM and a flat fee for specific services like financial planning or tax planning. Financial planning services are offered on an hourly basis (up to $300/hour) or a fixed fee basis ($400 to $5,000, negotiable based on net worth and complexity). Engagement fees may also apply, up to $3,500 one-time or $10,000 annually, depending on the complexity of the client relationship.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

406 Magrill St., Longview, TX, 75601

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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 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
February 2018 - Present · 7 yrs 11 mos
Previous Registrations
Questar Asset Management, INC.
May 2015 - February 2018 · 2 yrs 9 mos
Questar Capital CorporationBroker
July 2013 - February 2018 · 4 yrs 7 mos
Woodbury Financial Services, INC.Broker
July 2003 - July 2013 · 10 yrs
PFS Investments INC. Broker
August 2000 - July 2003 · 2 yrs 11 mos
Pro-Integrity Securities, INC.Broker
July 1998 - July 2000 · 2 yrs
Centaurus Financial, INC. Broker
October 1996 - July 1998 · 1 yr 9 mos
PFS Investments INC. Broker
April 1987 - June 1996 · 9 yrs 2 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.