Gregory
Allen
Oswego Wealth Advisors Inc
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About this Advisor
Gregory Allen is a certified financial planner who works in Lake Oswego, Oregon who has 2 years of industry experience. Allen is on the advisory team at Oswego Wealth Advisors Inc. Their career trajectory has included roles at Next Financial Group Inc, Wellstone Wealth Management, LLC and Oswego Wealth Advisors Inc. Allen holds a Series 63 license, which qualifies them as a securities agent, and is able to serve investors in Oregon and Texas. Oswego Wealth Advisors Inc is a business operating out of Lake Oswego, OR. The company has offices in two locations and a total of nine people on staff. It controls $214 million in assets under management among its 1,236 customer accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. The firm provides services to three charitable organizations. Of its 1,236 accounts, just 12% belong to high-net-worth clients who have at least $1 million in assets. The business offers a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors typically are based on which service is offered. Fee types charged by Oswego Wealth Advisors Inc can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Oswego Wealth Advisors Inc Brokerage Details
$213,834,376
9
1,236
$173,005
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Gregory Allen Work History
Gregory has been registered as a financial advisor for 2 years.*
Oswego Wealth Advisors Inc
Wellstone Wealth Management, LLC
Next Financial Group Inc
Wellstone Wealth Management, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gregory Allen 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 Oswego Wealth Advisors Inc
Lake Oswego, OR
Lake Oswego, OR
Lake Oswego, OR
Lake Oswego, OR
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
