Davena
Yee
Cgc Financial Services
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About this Advisor
Davena Yee is a financial advisor based in Lake Oswego, Oregon, working with Cgc Financial Services. Davena has previously held positions at Cgc Financial Services and Osaic Wealth Inc. Davena has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Oregon and Texas. Currently, Davena is part of Cgc Financial Services, which operates out of Lake Oswego, Oregon. The firm has 14 employees and manages assets totaling $664.7 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Cgc Financial Services includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
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Cgc Financial Services Brokerage Details
$664,670,956
14
2,857
$232,646
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Davena Yee Work History
Cgc Financial Services
Cgc Financial Services
Osaic Wealth Inc
Cgc Financial Services
Disclosures
Please visit the SEC profile of Davena Yee to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cgc Financial Services
Lake Oswego, OR
Lake Oswego, OR
Lake Oswego, OR
Lake Oswego, OR
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