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RIA / WealthAdvisor13 years in industry

DOUGLAS ALAN PALMER

Advisor at CGI PLAN ADVISORS, INC.

FRAZER, PA

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Search this name across graphsid dfx:ria:2855752d-6ebe-856b-8281-8d4b7164106a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Feb 1, 2013 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CGI PLAN ADVISORS, INC.
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 30, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jan 30, 2013
First registration: Feb 1, 2013
Dual registered: no
Other names: DOUGLAS PALMER|DOUG PALMER|DOUGLAS ALAN PALMER
IAPD individual key: 5926438

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CGI PLAN ADVISORS, INC.	Institutional manager	Feb 16, 2021	n/a	yes	FRAZER, PA	Current employment
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	Oct 12, 2015	Dec 18, 2020	no	FRAZER, PA	Previous registration
PNC WEALTH MANAGEMENT	Bd affiliated wealth	Jun 5, 2013	Sep 8, 2015	no	DOYLESTOWN, PA\|PHILADELPHIA, PA\|Hilton Head Island, SC	Previous registration
INVESCO ADVISERS, INC.	Asset manager	Feb 1, 2013	May 23, 2013	no	ATLANTA, GA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
COMMONWEALTH FINANCIAL NETWORK	CGI PLAN ADVISORS, INC.	Dec 18, 2020	Feb 16, 2021	60	Firm change	Ibd to new firm
PNC WEALTH MANAGEMENT	COMMONWEALTH FINANCIAL NETWORK	Sep 8, 2015	Oct 12, 2015	34	Firm change	Other
INVESCO ADVISERS, INC.	PNC WEALTH MANAGEMENT	May 23, 2013	Jun 5, 2013	13	Firm change	Other

Relationships

Registered with (4)

→ CGI PLAN ADVISORS, INC.Registered adviserregistration: current employment
Feb 16, 2021 to presentfactForm ADV
→ COMMONWEALTH FINANCIAL NETWORKRegistered adviserregistration: previous registration
Oct 12, 2015 to Dec 18, 2020factForm ADV
→ PNC WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jun 5, 2013 to Sep 8, 2015factForm ADV
→ INVESCO ADVISERS, INC.Registered adviserregistration: previous registration
Feb 1, 2013 to May 23, 2013factForm ADV

Dated events

No dated event names this entity yet.