Unclaimed Profile

James William Daskalos

CWC ADVISORS, LLC·LAKE OSWEGO, Oregon

Clean recordCWC ADVISORS, LLC

5800 MEADOWS ROAD, LAKE OSWEGO, OR 97035-8899CRD# 4708672Firm CRD# 127739

Profile Verification

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

Identity

James William Daskalos · LAKE OSWEGO, OR

Registration

CRD #4708672 · CWC ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

James William Daskalos is a registered financial advisor based in LAKE OSWEGO, Oregon, affiliated with CWC ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Fee-Only Advisory

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CWC ADVISORS, LLC

AUM

$163M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CWC ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4708672

Firm CRD# 127739

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James William Daskalos offer?

James William Daskalos specializes in Financial Planning, Investment Management, Retirement Planning, Fee-Only Advisory. Contact their office in LAKE OSWEGO, Oregon for a consultation.

What are James William Daskalos's credentials?

James William Daskalos is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James William Daskalos located?

James William Daskalos 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 James William Daskalos charge for services?

James William Daskalos'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.

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