Unclaimed Profile

Davena Marie Yee

CGC FINANCIAL SERVICES, LLC·LAKE OSWEGO, Oregon

SIE, Series 6, Series 7, Series 63, Series 66Clean record9 years registeredCGC FINANCIAL SERVICES, LLC

5 CENTERPOINTE DR SUITE 550, LAKE OSWEGO, OR 97035CRD# 4669435Firm CRD# 155446

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Davena Marie Yee · LAKE OSWEGO, OR

Registration

CRD #4669435 · CGC FINANCIAL SERVICES, LLC · 9 years registered

Brand Profile

Not yet started

Career History

CGC FINANCIAL SERVICES

Oct 2016 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · October 20, 2016

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CGC FINANCIAL SERVICES, LLC

CRD 155446 · SEC 801-78845

AUM

$665M

Regulatory assets under management

Employees

2,857 client accounts

Services offered by CGC FINANCIAL SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CGC FINANCIAL SERVICES, LLC →

Introduction

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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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