Cannon Beach Financial Advisors
Cannon Beach Financial Advisors (CRD# 140959) is a financial advisory firm headquartered in San Ramon, CA. They manage $121,028,329 in 632 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management121MILLION
Total Number of Accounts632ACCOUNTS
Average Account Value$191,501
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, MA, TX
Gregory Rogers (CRD# 4307070) is an Investment Advisor Representative working at Cannon Beach Financial Advisors in Brookline, MA and has over 16 years of experience in the finance industry. Gregory Rogers 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.
Junmin Chang (CRD# 1996006) is an Investment Advisor Representative working at Cannon Beach Financial Advisors in San Ramon, CA and has over 18 years of experience in the finance industry.