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
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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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