Cgc Financial Services

Cgc Financial Services (CRD# 155446) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $490,198,553 in 2,773 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    490
    MILLION
  • Total Number of Accounts
    2,773
    ACCOUNTS
  • Average Account Value
    $176,776
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.

AZ, CA, CO, ID, OR, TX, WA

Financial Advisors at Cgc Financial Services
Showing 1 - 4 of 4 top financial advisors.
1
Davena M. Yee
CRD#: 4669435
5 Centerpointe Dr Suite 550, Lake Oswego, OR 97035
93
Wealthminder
score

Davena Yee (CRD# 4669435) is an Investment Advisor Representative working at Cgc Financial Services in Lake Oswego, OR and has over 10 years of experience in the finance industry.

2
Megan M. Richardson
CRD#: 6339729
5 Centerpointe Dr Suite 550, Lake Oswego, OR 97035
88
Wealthminder
score

Megan Richardson (CRD# 6339729) is an Investment Advisor Representative working at Cgc Financial Services in Lake Oswego, OR and has 1 year of experience in the finance industry.

3
Glen A. Clemans
CRD#: 1618828
5 Centerpointe Dr Suite 550, Lake Oswego, OR 97035
83
Wealthminder
score

Glen Clemans (CRD# 1618828) is an Investment Advisor Representative working at Cgc Financial Services in Lake Oswego, OR and has over 30 years of experience in the finance industry.

4
Tammi J. Ortega
CRD#: 4431942
5 Centerpointe Dr Suite 550, Lake Oswego, OR 97035
78
Wealthminder
score

Tammi Ortega (CRD# 4431942) is an Investment Advisor Representative working at Cgc Financial Services in Lake Oswego, OR and has over 3 years of experience in the finance industry.

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