AdvisorOS Directory
Claim Profile
Unclaimed Profile
GW

Gary Richard Woolworth

CWC ADVISORS, LLC·LAKE OSWEGO, Oregon
Series 7, Series 63, Series 65Clean record20 years registeredCWC ADVISORS, LLC
5800 MEADOWS ROAD, LAKE OSWEGO, OR 97035-8899CRD# 2827052Firm CRD# 127739

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gary Richard Woolworth · LAKE OSWEGO, OR
Registration
CRD #2827052 · CWC ADVISORS, LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

CWC ADVISORS, LLC
Jan 2007 – present
CWC ADVISORS, LLC
Mar 2006 – Dec 2006
LAKE OSWEGO, OR
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · March 9, 2006
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CWC ADVISORS, LLC
CRD 127739 · SEC 801-62369
AUM
$163M
Regulatory assets under management
Employees
9
1,014 client accounts
Services offered by CWC ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at CWC ADVISORS, LLC →
Introduction

Speak with Gary

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Gary is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in LAKE OSWEGO?

Browse all registered financial advisors in LAKE OSWEGO, Oregon or claim this profile if it's yours.

Browse LAKE OSWEGO AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Gary Richard Woolworth offer?
Gary Richard Woolworth specializes in Financial Planning, Investment Management, Retirement Planning, Fee-Only Advisory. Contact their office in LAKE OSWEGO, Oregon for a consultation.
What are Gary Richard Woolworth's credentials?
Gary Richard Woolworth is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gary Richard Woolworth located?
Gary Richard Woolworth is based in LAKE OSWEGO, Oregon, working with CWC ADVISORS, LLC. Their office serves clients in the LAKE OSWEGO metropolitan area and surrounding communities.
How does Gary Richard Woolworth charge for services?
Gary Richard Woolworth's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CWC ADVISORS, LLC?
CWC ADVISORS, LLC has approximately 9 employees and manages $163M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at CWC ADVISORS, LLC

Thane Alan Cleland
LAKE OSWEGO, OR

More Advisors in LAKE OSWEGO, Oregon

Gregory Scott Allen
WELLSPRING ADVISORS, INC.·LAKE OSWEGO, OR
CFP
Matthew John Nicol Roehr
NORTHWEST INVESTMENT COUNSELORS LLC·LAKE OSWEGO, OR
Chingyee Ellen Kim
RAIN CAPITAL MANAGEMENT, LLC·LAKE OSWEGO, OR
Lincoln Travis Bach
DELAP WEALTH ADVISORY, LLC·LAKE OSWEGO, OR
Peter Ray Fisher
HUMAN INVESTING, LLC·LAKE OSWEGO, OR
David Tarr Foster
FOSTER & WOOD, INC.·LAKE OSWEGO, OR

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Oregon
PORTLAND (296)BEND (36)EUGENE (32)SALEM (30)BEAVERTON (21)MEDFORD (15)CLACKAMAS (14)GRANTS PASS (8)JACKSONVILLE (8)WEST LINN (8)
City Guides
PORTLAND GuideBEND GuideEUGENE GuideSALEM GuideBEAVERTON Guide
Research
Advisor Fees in OregonNational Fee Analysis
Request removal of this profile