David Michael Robinson
Investment adviser representative at Cg Advisory Services
17 yearsExperience
10 statesRegistered in
CFP® certificationDesignation
$4.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- LPL Financial LLCMay 2023 to now
- Cg Financial ServicesNov 2020 to now
- Cg Advisory ServicesSep 2010 to now
- Capital Asset Advisory Services, LLCNov 2009 to now
- Geneos Wealth Management IncAug 2017 to Apr 2023
- Dfc Investment and Retirement StrategiesJun 2014 to Nov 2020
- Wfg Investments, Inc.May 2014 to Aug 2017
- Cg Financial Services of Virginia, LLCMar 2010 to Nov 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
State registrations
Registered as an investment adviser representative in 10 states (AL, CA, FL, MA, MD, ME, MI, NC, TX, VA).
Cg Advisory Services
Legal name: Capital Asset Advisory Services, LLC.
$4.6BAssets managed
5,614Clients
68Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2143144
- Firm CRD
- 110929