Vance Palmer has been Vice-President & CCO of CGI Wealth Advisors since March 2023, is a control person of the firm and directly owns 75% or more of it.
Cgi Wealth Advisors, Inc. is a Frazer, PA firm with $129M under management, 121 clients and 2 advisers in one office, as of its March 2026 filing.
Vance Palmer’s longest registration was 10 years at Commonwealth Financial Network (2010–2020). Before joining CGI Wealth Advisors in 2021, Vance Palmer was registered through Commonwealth Financial Network.
- Cgi Wealth Advisors, Inc.Current– present · 5 yearsFrazer, PA · Adviser representative · Firm CRD 311273
- Cgi Plan Advisors, Inc.Also current– present · 5 yearsFrazer, PA · Adviser representative · Firm CRD 311275
- Commonwealth Financial Network– · 10 yearsFrazer, PA · Adviser representative · Firm CRD 8032
Investment adviser representative registrations
Vance Palmer is registered as an investment adviser representative in Pennsylvania, since February 2021.
- PennsylvaniaSince 9 February 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 10 June 1997 |
| Series 7 | General Securities Representative Examination | 20 November 1995 |
| Series 63 | Uniform Securities Agent State Law Examination | 18 November 1983 |
| Series 1 | Registered Representative Examination | 23 April 1980 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Registered Representative Examination
- Full name
- Vance Bradley Palmer
- CRD
- 708148
- Firm
- CGI Wealth Advisors · CRD 311273
- Role
- Vice-President & CCO
- Office
- SWEDESFORD CORPORATE CENTER, 601 SWEDESFORD ROAD, Frazer, PA 19355
- Registration
- Investment adviser registration
- In the industry since
- June 1980
- Disciplinary history
- Not yet shown here · SEC record
Where does Vance Palmer work?
Vance Palmer has been Vice-President & CCO of Cgi Wealth Advisors, Inc. since March 2023, and is a control person of the firm.
Is Vance Palmer a financial advisor?
Yes. Vance Palmer has a current investment-adviser registration in Pennsylvania, through CGI Wealth Advisors since February 2021.
How many years of experience does Vance Palmer have?
Vance Palmer has 46 years in the financial industry, since June 1980, across 3 adviser firms.
What exams has Vance Palmer passed?
Vance Palmer has passed 4 licensing exams: the Series 1, Series 63, Series 7 and Series 24. The earliest, the Series 1, was passed in April 1980. FINRA credited Vance Palmer with the SIE, which began in October 2018.
Where did Vance Palmer work before CGI Wealth Advisors?
Before CGI Wealth Advisors, Vance Palmer was registered through Commonwealth Financial Network, September 2010 to December 2020.
Where is Vance Palmer based?
Vance Palmer’s registered office is in Frazer, PA.
Is Vance Palmer registered with FINRA?
No. Vance Palmer has no current broker registration.
How can I verify Vance Palmer’s record?
Search CRD 708148 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Vance Palmer’s full registration record.