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RIA / WealthAdvisorCertified Financial Planner21 years in industry

DANIEL GEORGE MCPHERSON

Advisor at CG ADVISORY SERVICES

WILLIAMSTON, MI | Idaho Falls, ID

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Search this name across graphsid dfx:ria:e4bd9940-043c-9355-6f9a-ecda5e220d9e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jul 5, 2005 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: CG ADVISORY SERVICES
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Jun 17, 2005
First registration: Jul 5, 2005
Dual registered: no
Other names: DAN MCPHERSON
IAPD individual key: 4964802

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
CG ADVISORY SERVICES	Independent wealth	Apr 11, 2018	n/a	yes	Idaho Falls, ID\|WILLIAMSTON, MI	Current employment
CETERA ADVISORS LLC	Former SEC adviser	Feb 28, 2012	Apr 9, 2018	no	IDAHO FALLS, ID\|GREENWOOD VILLAGE, CO\|OVERLAND PARK, KS	Previous registration
PACIFIC WEST FINANCIAL CONSULTANTS INC	Former SEC adviser	Jan 31, 2011	Feb 28, 2012	no	RENTON, WA	Previous registration
Spc	Bd affiliated wealth	Jun 21, 2007	Jan 28, 2011	no	IDAHO FALLS, ID	Previous registration
SECURITIES AMERICA ADVISORS, INC.	Former SEC adviser	Feb 28, 2006	Jun 13, 2007	no	IDAHO FALLS, ID	Previous registration
SECURIAN FINANCIAL SERVICES, INC.	Former SEC adviser	Jul 5, 2005	Feb 16, 2006	no	BLACKFOOT, ID\|OGDEN, UT	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
CETERA ADVISORS LLC	CG ADVISORY SERVICES	Apr 9, 2018	Apr 11, 2018	2	Firm change	Ibd to RIA
PACIFIC WEST FINANCIAL CONSULTANTS INC	CETERA ADVISORS LLC	Feb 28, 2012	Feb 28, 2012	0	Bulk transfer	Other
Spc	PACIFIC WEST FINANCIAL CONSULTANTS INC	Jan 28, 2011	Jan 31, 2011	3	Firm change	Other
SECURITIES AMERICA ADVISORS, INC.	Spc	Jun 13, 2007	Jun 21, 2007	8	Firm change	Other
SECURIAN FINANCIAL SERVICES, INC.	SECURITIES AMERICA ADVISORS, INC.	Feb 16, 2006	Feb 28, 2006	12	Firm change	Other

Relationships

Registered with (6)

→ CG ADVISORY SERVICESRegistered adviserregistration: current employment
Apr 11, 2018 to presentfactForm ADV
→ CETERA ADVISORS LLCRegistered adviserregistration: previous registration
Feb 28, 2012 to Apr 9, 2018factForm ADV
→ PACIFIC WEST FINANCIAL CONSULTANTS INCRegistered adviserregistration: previous registration
Jan 31, 2011 to Feb 28, 2012factForm ADV
→ SPCRegistered adviserregistration: previous registration
Jun 21, 2007 to Jan 28, 2011factForm ADV
→ SECURITIES AMERICA ADVISORS, INC.Registered adviserregistration: previous registration
Feb 28, 2006 to Jun 13, 2007factForm ADV
→ SECURIAN FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Jul 5, 2005 to Feb 16, 2006factForm ADV

Dated events

No dated event names this entity yet.