Unclaimed Profile

Gregory Scott Allen

WELLSPRING ADVISORS, INC.·LAKE OSWEGO, Oregon

SIE, Series 7, Series 63CFPClean record13 years registeredWELLSPRING ADVISORS, INC.

5800 MEADOWS RD, LAKE OSWEGO, OR 97035CRD# 4395102Firm CRD# 147861

Profile Verification

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

Identity

Gregory Scott Allen · LAKE OSWEGO, OR

Registration

CRD #4395102 · WELLSPRING ADVISORS, INC. · 13 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WELLSPRING ADVISORS, INC.

APELLA WEALTH

Aug 2025 – Jan 2026

Lake Oswego, OR

WELLSPRING ADVISORS, INC.

Feb 2021 – Dec 2025

HILLSBORO, OR

NEXT FINANCIAL GROUP, INC.

Jan 2013 – Feb 2021

LAKE OSWEGO, OR

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · January 2, 2013

Years registered · 13

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WELLSPRING ADVISORS, INC.

CRD 147861 · SEC 801-120308

AUM

$220M

Regulatory assets under management

Employees

1,185 client accounts

Services offered by WELLSPRING ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WELLSPRING ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Gregory Scott Allen offer?

Gregory Scott Allen specializes in Financial Planning, Investment Management.

What are Gregory Scott Allen's credentials?

Gregory Scott Allen holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Gregory Scott Allen located?

Gregory Scott Allen is based in LAKE OSWEGO, Oregon, last registered with WELLSPRING ADVISORS, INC..

How does Gregory Scott Allen charge for services?

Gregory Scott Allen'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 WELLSPRING ADVISORS, INC.?

WELLSPRING ADVISORS, INC. has approximately 9 employees and manages $220M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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