Cannon Beach Financial Advisors

Cannon Beach Financial Advisors (CRD# 140959) is a financial advisory firm headquartered in San Ramon, CA. They manage $211,542,120 in 635 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    212
    MILLION
  • Total Number of Accounts
    635
    ACCOUNTS
  • Average Account Value
    $333,137
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
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
Junmin (. Chang
CRD#: 1996006
2603 Camino Ramon, Suite 416, San Ramon, CA 94583

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 S. Rogers
CRD#: 4307070
1330 Beacon Street, Suite 347, Brookline, MA 02446

Gregory Rogers (CRD# 4307070) is an Investment Advisor Representative working at Cannon Beach Financial Advisors in Brookline, MA and has over 21 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.