Cannon Beach Financial Advisors
Cannon Beach Financial Advisors (CRD# 140959) is a financial advisory firm headquartered in San Ramon, CA. They manage $259,493,839 in 676 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management259MILLION
-
Total Number of Accounts676ACCOUNTS
-
Average Account Value$383,867
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, MA, TX
Financial Advisors at Cannon Beach Financial Advisors
1
Junmin Chang (CRD# 1996006) is an Investment Advisor Representative working at Cannon Beach Financial Advisors in San Ramon, CA and has over 24 years of experience in the finance industry.
2
Gregory Rogers (CRD# 4307070) is an Investment Advisor Representative working at Cannon Beach Financial Advisors in Brookline, MA and has over 22 years of experience in the finance industry.
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