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).

Current Firm Details
2603 Camino Ramon, Suite 422, San Ramon, CA 94583
http://www.cannonbeachco.com
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 Rogers, financial advisor Brookline MA
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 15 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, financial advisor San Ramon CA
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 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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