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Davena Marie Yee

CGC FINANCIAL SERVICES, LLC·LAKE OSWEGO, Oregon
Unclaimed Profile
5 CENTERPOINTE DR SUITE 550, LAKE OSWEGO, OR 97035CRD# 4669435Firm CRD# 155446
01

About

Davena Marie Yee is a registered financial advisor based in LAKE OSWEGO, Oregon, affiliated with CGC FINANCIAL SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CGC FINANCIAL SERVICES, LLC
CGC FINANCIAL SERVICES
AUM
$665M
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at CGC FINANCIAL SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4669435
Firm CRD# 155446
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Davena Marie Yee offer?
Davena Marie Yee specializes in Financial Planning, Investment Management. Contact their office in LAKE OSWEGO, Oregon for a consultation.
What are Davena Marie Yee's credentials?
Davena Marie Yee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Davena Marie Yee located?
Davena Marie Yee is based in LAKE OSWEGO, Oregon, working with CGC FINANCIAL SERVICES, LLC. Their office serves clients in the LAKE OSWEGO metropolitan area and surrounding communities.
How does Davena Marie Yee charge for services?
Davena Marie Yee's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CGC FINANCIAL SERVICES, LLC?
CGC FINANCIAL SERVICES, LLC has approximately 14 employees and manages $665M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Amy Remmert Johnstone — JOHNSTONE FINANCIAL ADVISORS, INC.Katie Ann Laplante — JOHNSTONE FINANCIAL ADVISORS, INC.Glen Allen Clemans — CGC FINANCIAL SERVICES, LLCKent Allen Grubaugh — STEWARD PARTNERS INVESTMENT SOLUTIONS, LLCRamzan Magomedov — GRIFFON MAY, INC.
Nearby cities in Oregon
PORTLAND (575)BEND (47)EUGENE (40)SALEM (35)BEAVERTON (27)
City Guides
PORTLAND GuideBEND GuideEUGENE GuideSALEM GuideBEAVERTON Guide
Research
Advisor Fees in OregonNational Fee Analysis
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