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Cg Brokerage L.L.C.


Cg Brokerage L.L.C is a member of NASD the National Association of Security Dealer. NASD is a self regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
 
Clifton Gunderson is the 13th largest CPA and consulting firm in the country, with offices in 15 states and Washington, DC. It believes the key to providing the best accounting and consulting services is to match them with their clients' specific needs.
 
They take the time to learn their clients' goals and objectives, as well as apply their specialized industry knowledge to help their clients achieve success. When you count on them for your business needs, you can count on insight.
 
The firm is the objective solution to their clients' financial planning and investment management needs. Comprised of three businesses, their professionals can find the right solution for any client need from the proper investment choices to the right college funding vehicle or the appropriate insurance policy.
 
They have thousands of investment choices available to help their clients achieve financial success. Their advisors are paid a salary, not a commission, to put their needs first.
 
The company is committed to providing objective, unbiased advice to help clients achieve their goals. They can design a portfolio based on their risk tolerance and then manage that portfolio for them.
 
They charge a fee for their asset management services which keeps their and the clients’ interests aligned. When their account values go up, their fee goes up, and vice versa, so they have a vested interest in helping their accounts grow.
 
 

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