Christian Dean Whitehead
Investment adviser representative at Cg Advisory Services
17 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$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.
- Cg Advisory ServicesJan 2025 to now
- LPL Financial LLCApr 2023 to now
- Cg Financial ServicesDec 2009 to now
- Geneos Wealth Management Inc.Aug 2017 to Apr 2023
- Wfg Investments, Inc.Mar 2015 to Aug 2017
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 5740481
- Firm CRD
- 110929