Lekshmi Rajaram
Investment adviser representative at Cg Advisory Services
10 yearsExperience
1 stateRegistered in
$4.6BFirm assets
20 yearsFirm in business
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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
10 years in the industry.
- Cg Advisory ServicesApr 2025 to now
- Cg Financial ServicesMar 2024 to now
- LPL Financial LLCSep 2021 to now
- Independent Advisor Alliance, LLCJan 2022 to Feb 2024
- Wells Fargo Securities, LLCSep 2018 to Aug 2021
- UBS Financial Services IncJun 2016 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2016
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 6647317
- Firm CRD
- 110929