Cannon Beach Financial Advisors

Cannon Beach Financial Advisors (CRD# 140959) is a financial advisory firm headquartered in San Ramon, CA. They manage $92,156,239 in 689 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    92
    MILLION
  • Total Number of Accounts
    689
    ACCOUNTS
  • Average Account Value
    $133,754
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, MA, TX

Financial Advisors at Cannon Beach Financial Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Gregory S. Rogers
CRD#: 4307070
1330 Beacon Street, Suite 347, Brookline, MA 02446
96
Wealthminder
score

Gregory Rogers (CRD# 4307070) is an Investment Advisor Representative working at Cannon Beach Financial Advisors in Brookline, MA and has over 14 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.

2
Junmin (. Chang
CRD#: 1996006
2603 Camino Ramon, Suite 422, San Ramon, CA 94583
93
Wealthminder
score

Junmin Chang (CRD# 1996006) is an Investment Advisor Representative working at Cannon Beach Financial Advisors in San Ramon, CA and has over 16 years of experience in the finance industry.

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