Gregory Allen, financial advisor Lake Oswego OR

Gregory Allen

CRD Number: 4395102
Current Firm: Oswego Wealth Advisors Inc.

Gregory Allen (CRD# 4395102) is an Investment Advisor Representative working at Oswego Wealth Advisors Inc. in Lake Oswego, OR and has over 14 years of experience in the finance industry. Gregory Allen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Oswego Wealth Advisors Inc. Lake Oswego, OR Jan 2021 - Current < 1
Wellstone Wealth Management, LLC Lake Oswego, OR Jan 2013 - Current 8
Next Financial Group Inc. Houston, TX Dec 2008 - Current 12
Wellstone Wealth Management, LLC Lake Oswego, OR Sep 2000 - Current 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2007
Contact Info for Gregory S. Allen
Phone Number: 503-342-2249
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    218
    MILLIONS
  • Total Number of Accounts
    645
    ACCOUNTS
  • Average Account Value
    $337,676
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

OR

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